How to Choose the Most Appropriate Accountant in Leatherhead

by | Aug 23, 2023 | Accountant

Many people know they require an accountant in Leatherhead but aren’t sure how to find one. There are many companies available, so it’s crucial to choose the best one. Here are a few things to consider:

  • Qualifications – Choose a certified or chartered accountant in Leatherhead, ensuring you know that they are qualified. This means they’re regulated by an appropriate association and hold professional indemnity insurance. Likewise, they must maintain those standards by completing CPD (continuous professional development) every year.
  • Expertise – Make sure you’re focused on established firms and check the services they provide to ensure they assist with your situation. General practitioners often handle everything. Still, inheritance tax, tax planning, and corporation accounting might require a specialist.

When you’re ready to meet your prospects, here are the things to consider:

  • Call/Meet in Person – Make sure you talk to the accountant in Leatherhead. Booking an in-person appointment is ideal initially to help you determine if they’re right for you.
  • Establish Your Needs – Sometimes, accountants provide free initial consultations, but these aren’t to get advice. Instead, this is to help the professional understand your needs; you’re not a client as of yet.
  • Determine the Cost – Focus on value for money and understand their timescales for the work that must be done.
  • Other Factors – Once you get a letter of engagement, it will list the services provided and the responsibilities/limitations of each party.

Where to Turn for Help

If you require an accountant in Leatherhead, it’s crucial to select the best one. David Beckman & Co Ltd is an excellent option and offers services for business and individual clients.

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