Do You Know EXACTLY What An Accountant Does?

Surprisingly, not many people actually really know.

Dictionary definition:
A person whose profession is inspecting and auditing personal or commercial accounts.

Notice there is no mention of tax?

Accountants are extremely valuable with assisting people and businesses to maximise opportunities and manage financial risk.  This means looking at budgets, cashflow and Profit & Loss.

            
           Using an accountant to analyse your financial position ongoing
is crucial to success.

Of course, there are many accountants that are also Tax Agents, whose responsibilities include preparation and lodgement of tax returns.  Tax work tends to be the common definition of an accountants skill set, which is simply not true.

Prevention Is Always Better Than Cure

Do you leave your tax and financial planning to the last minute?

Nearly everyone does, but as a Charltons client you’ll be invited to discuss options well before tax time, so attractive strategies can be explored and put into action.  Identifying problems after June 30 is never as effective as planning before June 30.  And that is what good accountants do.

Your World Moves Quickly – Does Your Current Accountant?

• Is you current accountant contactable by phone quickly?
• Does your accountant have email access for quick questions?
• Can you get copies of your official papers sent to you via PDF… same day?
• Can you pay your accounting fees online or via credit card?
• Does your accountant have a secure database and IT infrastructure to store your information?
• Can other staff members help you when your account manager is away or busy?

There are far too many accounting firms that have not moved into the information age and are lagging behind.  Some of their business practices are inefficient and in some cases, data security is a real issue.  Your information at Charltons is safe, secure and held on state-of-the-art IT infrastructure.