How to Hire an Accountant
Bookkeeping, accounting, and tax preparation are three different jobs.
Start LearningBookkeeping, accounting, and tax preparation are three different jobs.
A practical guide to finding, evaluating, and working with an accountant.
1 Before You Start
Why these courses exist, what to expect, and how to evaluate whether this is right for you.
1.1 About These Courses and Why We Built Them
The manifesto. Who we are, why these exist, and the standard you should hold us to.
2 What an Accountant Actually Does
Bookkeeping vs accounting vs tax, designations, early warning.
2.1 Bookkeeping vs Accounting vs Tax
2.2 Designations
2.3 Early Warning System
2.4 What Accountants Are NOT
3 When You Need One
Before launch, year one, ongoing, growth, CRA.
3.1 Before You Launch
3.2 Year One
3.3 Ongoing Reviews
3.4 Growth Triggers
3.5 CRA Audit
4 How to Find the Right One
Firm size, industry, initial meeting, cloud.
4.1 Small Firm vs Big Firm
4.2 Industry Experience
4.3 The Initial Meeting
4.4 Cloud Accounting Compatibility
5 Red Flags
Shoebox, explanations, aggression, engagement, curiosity.
5.1 Shoebox in April
5.2 Can't Explain Numbers
5.3 Aggressive Tax Strategies
5.4 No Engagement Letter
5.5 Don't Ask Questions
6 Structuring the Engagement
Fees, bookkeeper+accountant, DIY, planning.
6.1 Fee Models
6.2 Bookkeeper + Accountant
6.3 What to Handle Yourself
6.4 Tax Planning vs Preparation
7 Working With Your Accountant
Records, response, quarterly, ask why, switch.
7.1 Keep Clean Records
7.2 Respond Promptly
7.3 Review Quarterly
7.4 Ask Why
7.5 When to Switch
Course Overview
- 7 modules
- 28 lessons
- Moderate complexity
For Employees
For Clinic Owners
For Suppliers
Learned The Hard Way
We've Seen The Contracts
Avoid The #1 Mistake
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