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  • Time to check if your accountant is right for you

Time to check if your accountant is right for you

September 17, 2021
business owner needing a new accountant

Are you are paying only the tax you’re legally obligated to pay and nothing more?



Do you know exactly how your business is currently performing, including how much profit your business is making?



Can you confidently manage your cash flow throughout the year?



Does your current accountant clearly explain everything to you in plain language and ensure you understand?



Do you have a solid relationship with your current accountant, ie. You always deal with the same people, they often call you, and always promptly return your phone calls and emails?



Does your current accountant have a clear understanding of your business, and do they specialise in assisting business in your industry?



Does your accountant give you proactive advice that helps you improve your business?



Do you have a modern, cloud based bookkeeping system that you can access from anywhere?



Do you receive a standard monthly/quarterly invoice at a predetermined price that you can budget for (so there are no surprise bills)?



Is your work always completed in a timely manner and lodged on time?


If you answered “no” to any of these questions you might have outgrown your current Accountant or Tax Agent.

Many business owners agonise over the decision to change accountants. This is understandable when you have had the same accountant for many years or they were recommended to you by family or friends. However, the decision to change accountants is a business decision so you don’t have to make excuses or feel uncomfortable. Working with the right Accountant can make an enormous difference to your business and personal financial situation and ultimately your future.

It is actually simple to switch your accountant and we can manage this process for you with a minimum of fuss. As your new Accountant we simply send an ‘ethical letter’ to your previous Accountant informing them of the change and requesting any records which are required – they are then legally obliged to comply with this request.

If your family accountant is not ensuring you receive the maximum deductions you’re entitled to, they could be costing you a lot of money. If you’re looking for a second opinion on your tax return or a proactive accountant who will ensure you have reliable, accurate advice and the best possible tax returns – simply book a complimentary business consultation with one of our expert accountants. All our consultations are obligation free and give you the opportunity to get to know us and explore how we can help you. Together we will work out if we are the right fit for you.

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Acknowledgement of country Oliveira Bern & Garland proudly acknowledge the Traditional Owners of the land on which our offices stand, the Walbanga people of the Yuin Nation and the Cammeraygal people of the Eora Nation, recognising their continuing connection to land, waters and culture. We pay our respects to their Elders past, present and emerging, and extend that respect to all Aboriginal and Torres Strait Islander cultures.

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