Regular meetings with your accountant can be a game-changer for your business. Rather than the traditional check in at year-end, regular contact ensures you stay on top of your finances, providing continuous support, improving decision-making, and giving you peace of mind that your business is on the right track.

Do you often feel like you lack clarity on your current financial position, cash flow, profit margins, outstanding invoices, business plan and upcoming liabilities? Are you caught up in the daily tasks and short-term pressures, causing a cycle of frustration and uncertainty? With this up-to-date insight from your accountant, you can be more agile, and respond quickly to challenges or opportunities, rather than reacting on impulse or too late.

Regular meetings also create accountability. Reviewing monthly performance helps you track budgets, measure against targets, and adjust your strategy in real time. It’s a proactive approach that supports stronger financial health and business growth. This approach will help you reach your targets sooner.

Your accountant can also spot trends and risks before they become serious issues. Whether it’s a dip in revenue, rising costs, or overdue tax obligations, these meetings allow for early intervention.

Importantly, regular meetings foster a better working relationship and allows us to get to know each other better. You’ll build trust, feel more confident asking questions, and gain tailored advice that aligns with your goals.  These regular meetings can be a mix of in person meetings at your accountants’ offices or at your premises, combined with online catch ups, supported by calls and emails in between. Some will be quick check ins and others will be more in depth depending on your needs.

If this is the way you would like to work with your accountant call Shaun on 01242 776000 or email info@randall-payne.co.uk and arrange a no-obligation advice clinic to see how we partner you and your business.