Xero Accountants

David.Adderson (David Adderson) • August 12, 2022

What you should look for in a Xero Accountant?

What is your main focus and do you connect? Are you invoicing well but not being paid? Do you need the full system managed so you can focus on bringing in sales?
1. Experience
Accountants have many years of experience under their belt, and they know what works best for businesses. If you're looking for someone who's going to take care of your business' finances, then you want to make sure that the accountant you hire has plenty of experience. You don't want to end up paying for someone else's mistakes. Will they be able to support your size company? Some accountants focus on Sole Traders whereas others (like us) focus on high growth limited companies.
2. Knowledgeable
An accountant should be knowledgeable about accounting practices and procedures. He or she should understand how to properly prepare financial statements and tax returns. An accountant should also be familiar with different types of taxes and how to file them correctly. Have they completed their badges in your industry? Xero has a great training platform which allows them to become experts in the software for each industry.
3. Professionalism
You need to find an accountant who takes his or her job seriously. Make sure he or she is professional at all times. A good accountant will always be punctual and respectful.
4. Integrity
If you're hiring an accountant, you'll want to make sure that he or she is honest. Look for someone who doesn't try to hide anything from you.
5. Communication Skills
Communication skills are extremely important if you want to work well with your accountant. Find out whether or not he or she speaks English fluently. You may want to ask him or her questions in person before you sign any contracts.
6. References
Ask around to get recommendations from people you trust. Ask friends and family members for references. You can even check online to see if anyone has filed complaints against the accountant you're considering.
7. Cost
Don't go cheap when it comes to finding an accountant. Hiring a bad accountant could cost you thousands of pounds over time.

8. Location

Do you want a local accountant or would you be comfortable with online calls and a few face-to-face visits each year? We work with a number of local clients but we have a few that are up and down the country, we make sure we visit them all once a year as a face-to-face meeting is essential to build a good relationship.

9. Services

What type of services do you need in Xero Accounting, Bookkeeping, Payroll, Conversion/setup? Make sure your accountant has experience in this as it can be difficult if you have someone different for each service. What apps and software can they recommend that will make the software more efficient? We build out an app stack of 3 to 4 apps for every client, this means we have all areas of finance covered for small businesses.

Are they on the Xero Advisor Directory ? Every Accountant that uses Xero can build their own Advisor Directory page to showcase what they do and Xero promote this.

If you would like to know more give us a call !