Ryan VaughnCOO of Incite Tax & Accounting. Ask me anything about your taxes.

Choosing an accountant is personal- make sure you find the right fit! @UniversalAccountingCenter

29 Apr 2024 · 1 min

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In this segment, the speaker emphasizes that selecting an accountant should be driven by personal resonance and communication style rather than solely by cost. They argue that a good accountant must be customer‑sensitive, possess strong "bedside manner," and be able to align with the business owner's mindset—whether conservative, liberal, or aggressive. While tax strategies and pricing matter, the core recommendation is to find an accountant whose approach matches the owner's needs and values, ensuring effective collaboration and better financial outcomes.

Chapters

But the be-all end-all is you want to have somebody that you resonate with, somebody that makes sense to you, that when you're meeting with them, the communication style addresses your needs. And that's why I think a big component of it, it's not just price. What we're looking for is somebody that is customer sensitive and they're able to take the time to have that bedside manner that we're talking about here. Well, from the tax analogy, I do believe that there's a lot of strategies and a lot of things that we can as business owners kind of lean towards, but we ultimately want to find somebody that is congruent with what our business mindset is— very conservative, very liberal, very aggressive— and then, you know, you're working with the right person.