The Benefits of a Personalized Approach: How to Find an Accountant That Can Tailor Services to Your Business Needs

Handling finances and being financially literate are prerequisites for business success. Still, just because you consider yourself “good with money” doesn’t mean you should do your own accounting. For this, you need a professional.

The biggest problem with this is that no one knows your business like you do. So, naturally, you fear that a random outsider will just handle your business's finances with a generic approach and treat you like everyone else.

This doesn’t have to be the case. If you find the right accountant, they can tailor services to your business needs. Here’s how you can find this specialist


  1. Look at their previous experience

The first thing you want is to examine their previous experience. It takes a couple of years for an accountant to get enough experience for independent work. However, it’s not just the experience in accounting that counts. Ideally, you want someone with the specific experience you want.

What does this mean?

  • First, it could mean you’re looking for someone who has worked in your industry. This way, they’ll have the industry-related knowledge your business can benefit from. Also, it means that they know what they’re doing and have all the contacts they need.

  • The next thing you want to check is if they’ve worked with other similar-sized businesses. This is important since the number of invoices, accounting issues, payroll matters, and similar factors will translate. So, even if they’ve worked in the same industry if they've worked with a much smaller or a much larger enterprise, their experience won’t translate as well.

Bear in mind that even though a personalized approach is better, they’re still an accountant. Your enterprise's finances are not some grand mystery to them, and it shouldn’t take too long to figure it out. Still, finding someone with the right set of experiences can facilitate this process and ensure they’re the right fit for you.

  1. Prepare for an interview and test potential accountants

While you can believe all these testimonials and certificates, it’s far better to check them for yourself during an interview. 

Now, there’s an issue here. You would have to know quite a bit about accounting to test them. In fact, you would have to know so much that you wouldn’t even need them.

Fortunately, there’s a way around this. You can find reliable accounting tests for interviews online and use them to determine the right fit. Interview preparation is something you need to do as a recruiter, as well, not just as an applicant.

Accountants make these tests with a lot of experience in the field, giving you the insight you need to tell the right person for this role.

These tests also allow you to be less biased in your job evaluation. The problem with biases is that you’re not always consciously making them. Sometimes, you’re unaware that someone has made a good or wrong impression on you. The thing is that these biases still affect your decision-making process. 

The most important aspect of your interview is that you’re trying to predict their job performance. Two people with the same qualifications will perform quite differently. A personalized approach to this matter can help you figure this out as early on as possible. 

  1. Make your own list of requirements