Make the Most of Your Accountant: Questions Good Clients Ask

Many clients don’t get value from their accountant simply because they never ask for it.

Get more value from your accountant.

Great questions to ask (at least once a year)

• “Looking at my numbers, what worries you the most?”

• “Where do you see the biggest opportunity to improve my margin or cash?”

• “Am I using the right structure (sole trader vs company, not using a holding company) based on my income. risk and setup?” Can I do something differently?

• “Are there any basic tax deductions or incentives I’m missing?” (e.g. specific deductions, investment reliefs, R&D, etc., depending on your case)

  
  

Practical steps

• Ask to include in scope of services/fees at least quarterly advisory meetings to your annual routine, separate from the annual “sign the return or Financial Statements” meeting.

• Go in with prepared questions and ask your accountant to speak in plain language, not technical terms.

  
  

How Ledgerro as your accountant can help

Most good accountants in Cyprus want to give more advice, but they’re stuck firefighting deadlines. When you come prepared and organised, you make it possible for us to focus on higher-value work for you. At Ledgerro, we help you to become proactive so that you make the most of your numbers and turn them into actionable insights.