You are here: Home Finances Accountants How To Work With ... Businesses
Information about all aspects of finances affected by a serious health condition. Includes income sources such as work, investments, and private and government disability programs, and expenses such as medical bills, and how to deal with financial problems.
Information about all aspects of health care from choosing a doctor and treatment, staying safe in a hospital, to end of life care. Includes how to obtain, choose and maximize health insurance policies.
Answers to your practical questions such as how to travel safely despite your health condition, how to avoid getting infected by a pet, and what to say or not say to an insurance company.

How To Work With An Accountant

Businesses

« Previous

3/3

Businesses should meet with an accountant at least three times a year.

  • The first meeting should be after the financials are in for the first six months of your fiscal year. It's a good time to review how the business is going, where the numbers indicate changes can or should be made, and any general advice the accountant may have.
  • Two to three months prior to the end of your fiscal year to determine if there are steps to be taken to minimize taxes for the year.
  • After the financials are prepared at the end of the year to discuss how the business has been doing, and whatever advice the accountant may have.
  •  If you have a board of directors, the accountant should meet with at least a representative of the board. If the board is large enough, there should be a meeting with the finance and/or audit committee.

Ask your accountant to meet with your bookkeeper to be sure the person is technically right for the job. If you are hiring a new bookkeeper, ask the accountant to meet the likely candidates to determine ability as well as whether they can work together.

To Learn More


Please share how this information is useful to you. 0 Comments

 

Post a Comment Have something to add to this topic? Contact Us.

Characters remaining:

  • Allowed markup: <a> <i> <b> <em> <u> <s> <strong> <code> <pre> <p>
    All other tags will be stripped.