|
Tuesday, 10 March 2009 22:33 |
|
When business coaching and mentoring Entrepreneurs and business start-ups in the Midlands and London, one important area is the correct selection of advisers. This is of course also crucial
when running a business. This form will be ideal those individuals to help with evaluating and choosing an accountant or bookkeeper. Please remember that it is very important when choosing any adviser that you interview at least three possible suppliers, you are prepared and they know you are prepared.
After reading this diagnostic, you will have :
- A process to follow when interviewing your three potential suppliers
- A full understanding of the areas to investigate
- A structure to use when creating your questions
- A form to use and complete whilst meeting the potential suppliers
- The appearance of knowing a lot about accountancy and bookkeeping
Accountant selection
Note: 1; disagree/very poor/none : 5; strongly agree/very good/a lot
|
Description |
1 |
2 |
3 |
4 |
5 |
| 1 |
On time for the meeting and is flexible on work hours ie, available evenings and weekends, if necessary |
|
|
|
|
|
| 2 |
There is good rapport at your first meeting with them, their PA and staff
|
|
|
|
|
|
| 3 |
Understands your business and has good understanding of your market |
|
|
|
|
|
| 4 |
Is able to explain technical accounting points in layman’s language that you understand – like cash flow, assets, creditors, liabilities, depreciation, debtors |
|
|
|
|
|
| 5 |
Has supportive staff with skills, experience, values and behaviours to work to tight deadlines if needed |
|
|
|
|
|
| 6 |
Has a good understanding of accounts, cash flows, audit and has examples to show you |
|
|
|
|
|
| 7 |
Is able to describe examples of where and when they have gone the extra mile for one of their customers |
|
|
|
|
|
| 8 |
Has customers in your sector |
|
|
|
|
|
| 9 |
Their charges are in line with the market and is willing to give breakdown of costs |
|
|
|
|
|
| 10 |
Has a good network of contacts with bankers |
|
|
|
|
|
| 11 |
Is able to provide names of three references involved in your same market |
|
|
|
|
|
| 12 |
Is able to offer management accounts, cash flows and business plan assistance if needed |
|
|
|
|
|
|
Totals
|
|
|
|
|
|
© William Barron Creating Insight
|
