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10 questions to ask your accountant BEFORE you hire them
 
  1. How many years experience do you have both in accounting and running a business?
  2. Do you have experience in my particular industry?
  3. Do you just do tax returns? 
  4. What is the average response time I can expect for phone calls and emails?
  5. How many staff do you have?
  6. The ATO conducts its audits based on individual cases and the reputation of the tax agent.
  7. What level of education can I expect from my team? 
  8. Can you provide me with recommendations from other clients?
  9. Do you have a computerised accounting system? 
  10. How do you stay current with changes in tax laws and accounting practices?

Our answers if you're wondering
  1. Each of our directors ran their own successful businesses for over 20 years before they merged in 2007 to become Primewealth – we recently changed our name to ThePrimeAdvisoryGroup. Two of the three directors are Chartered Accountants and the third is a Certified Financial Planner.

    2.
  2. The benefits of doing business with a mid-tier firm is our breadth of industry experience. Over the years we've gained expertise in;
    • Retail
    • Professional services
    • Construction & development
    • Healthcare
    • Racing & gaming
    • Advertising & creative services
    • Hospitality
    • Not for profits
    • Hotels
    • Fund Managers
    • Engineering
    • Primary Production

    3.
  3. Whilst we do income tax returns for many of our clients, we actively partner with our clients to get their financial lives ontrack and work with them to achieve their goals. That might include setting up and / or maintaining self managed super funds, salary packaging, family / business budgets, cash flows, business mentoring or coaching, business structuring or regular ATO compliance work (GST, BAS, IAS or tax returns).

    4.
  4. As per ThePrimePromise, we endeavour to have your emails and calls returned within one business day

    5.
  5. Across our divisions we have 23-25 staff

    6.
  6. The ATO conducts its audits based on individual cases and the reputation of the tax agent

    7.
  7. All of our accountants (and certified financial planners) are degree qualified - usually having completed either a Bachelors degree in Commerce or Business, or are currently studying

  8. Absolutely – we'd be delighted to. We suggest you start by reviewing our client testimonials – given to us by real clients who are happy to act as our goodwill ambassadors. If you wish to speak with our referees, please call us and we will give you the contact details

    9.
  9. Yes and  we are currently investigating the process of taking everything online via a secure encrypted portal

    10.
  10. Each year every member of our team is required to complete a formal continuing professional development (or CPD) program. This includes external education as well as internal training, personal study and online programming.

PAN Member  We are members of the Proactive Accountants Network (PAN) and so are not just number crunchers, tax filers and compliance checkers. We are forward thinking and business savvy. 

We are happy to answer further questions if you have any so why not give us a call or book an appointment today.

    



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