EP42 - Is Your Accountant Costing You? Spot Red Flags and Make a Change!

Your accountant should be your business partner, advocate, and financial guide—not a source of stress, confusion, or missed opportunities. But how do you know if your current accountant is truly serving your business or holding you back? Whether you're feeling underserved, overcharged, or just uncertain if it's time for a change, this episode gives you the clarity and confidence to make the right decision.Anastasia and Myiesha break down the red flags and green flags to look for in an accounting relationship, how to interview potential new accountants, and what questions to ask before making a switch. You'll learn about communication styles, pricing expectations, timing strategies, and how to ensure a smooth transition. Plus, they tackle the guilt and hesitation many entrepreneurs feel about "breaking up" with their accountant—and why it's actually a normal, healthy part of business growth.00:00 Introduction: The Cost of a Bad Accountant00:46 Finding the Right Accountant for You02:28 Challenges in Switching Accountants06:36 The Industry Shift: From Mom-and-Pop to Corporate07:31 Interviewing New Accountants: Key Questions to Ask12:40 Recalibrating Expectations with Your Current Accountant14:26 Client Relationships and Communication16:15 Identifying Fair Pricing18:11 Best Time to Switch Accountants21:24 Questions to Ask Before Switching Accountants22:50 Ensuring Smooth Transition25:05 Adapting to Business Growth27:06 Conclusion and Contact InformationWhy subscribe? Every week, Let's Get Fiscal shares tax strategies and business finance advice that actually work for real entrepreneurs—not corporate-speak you can't use. You'll get specific, actionable tactics, real client scenarios, and answers to the money questions keeping you up at night. The goal is simple: make business finances less intimidating and more profitable.🔗 Listen everywhere:Apple Podcasts: https://podcasts.apple.com/us/podcast/lets-get-fiscal/id1831050448Spotify: https://open.spotify.com/show/08AjRNfqQJBdG1vPazii4Q?si=fb0379d3bef94f11Watch on YouTube: https://www.youtube.com/@letsgetfiscalpodcast📊 Helpful resources:Got a question for the show? Submit it here: https://www.coterietax.com/qaWant to listen to more episodes? Start here: https://www.coterietax.com/podcastNeed personalized help with your business finances? Visit: https://www.coterietax.com#AccountantRedFlags #SwitchingAccountants #SmallBusinessTax #CreativeBusinessOwner #TaxPreparer #CPAAdvice #BookkeepingTips #BusinessFinance #EntrepreneurTips #LetsGetFiscal #TaxPlanning #AccountingServices