Make sure you are clear and focused about what you are trying to achieve so you don’t waste your time and money.
Before you make any appointments, talk to three or four different accountancy firms – you’ll want information about charges, whether an initial consultation is free or charged for, how they handle the longer term adviser/client relationship if relevant - and anything else that is important to you, such as whether they are willing to come and see you in your own home or workplace.
Ask about their qualifications – what they are, what they mean; ask how long the firm has been in business, and what your adviser specialises in.
Ask about ways to pay charges and fees that might make it easier for you – and as with all things these days, if you think it’s too expensive, see if you can negotiate a better deal or payment options that suit you better.
For accountants, as it’s perfectly legal in the UK for anyone to set themselves up as an accountant, you should check that they have qualifications issued by one of the recognised bodies in the UK – such as ICAEW, ICAS, CIMA or ACCA. You should be able to see certificates from one of these bodies displayed in their offices and if you have any concerns about the validity of certificates, you can check with the relevant professional body.
Use the options within our online search to refine and focus your search to get a list of the advisers who best fit your needs.