1: Be Human
2: Be a Guide and Adviser - Not Just a Number-Cruncher
In a survey of small businesses by Wasp Barcode, participants ranked their professionals in order of importance to their business. Accountants ranked number one. That’s above attorney, banker, insurance agent, technology firm, and staffing service. But when asked what bothered them most about their accountant, the list included some pretty serious offenses:- Being reactive rather than proactive
- Lack of guidance
- Failure to provide advice
- Failure to educate the business owner
- Timelines