2. INTRODUCTION
• Working with an accountant is a decision many
people would like to make in order to improve
their financial situations.
• If you fall into this category, you likely know that
hiring a person who has strong mathematical skills
is imperative; however, focusing on the
accountant's personality traits is important too as
you will work closely with this individual.
3. HONESTY
• When it comes to your money, you want to make sure
that you know what's happening with it.
• Some money-hungry individuals prey on potential clients
who will provide them with large sums of cash. Then,
they turn around and use it for avaricious purposes
instead of employing proper accounting techniques.
• Feeling a strong sense of confidence in your accountant
requires trust, and when the accountant is honest with
you from the start, you can start to build that trust.
• Looking into the accountant's reputation is imperative.
4. LOGIC
• If you remember back to your days in high school,
you might recall learning about logic and truth
tables in your math classes. Mathematical and
logical skills are linked together in many ways.
Therefore, logic plays a role in accounting.
• During your conversations with the accountant,
proceed with caution if he or she begins to spew
illogical claims. The way that the accountant's
approach real-life challenges can help to shed light
on how they will handle your money.
5. STRONG COMMUNICATION
SKILLS
• While you cannot expect your accountant to update you every
few hours on your financial situation each day, you do deserve
to know where your money stands and how it is doing in
terms of investments.
• You may find that the accountants you're interviewing tend to
equivocate, or you may discover that some of them have poor
grammar to the point that you cannot decode their emails.
• Staying up-to-date on your financial situation is important; in
order to do so, you must work with an accountant who
possesses strong communication skills.
6. PUNCTUALITY
• Think about how you are viewed if you show up late for
work or class. The answer is probably not a favorable one.
• If you are scheduled to meet with potential accounts and
they arrive late, you should ask yourself how many times
you are willing to accept lateness. Even when the lateness
does not directly affect your monetary situation, it does
tell you something about the accountant's responsibility.
• He or she is unable to handle timeliness, so his or her
skills may not be the best when it comes to finance either.
7. INVITING
• When you're discussing your situation in terms of finance, you
may have to reveal personal details about mistakes that you've
made. In fact, your entire financial situation may need to be
transparent to the account.
• When accounts present themselves with a negative or
unwelcoming demeanor, you probably won't want to offer
those details.
• While you don't need to transmute into best friends with your
accountant, you do need to feel a level of comfort with this
individual.