Working With Accountants – The Power of Joined Up Thinking

Aaron Burden - Unsplash

When we work with business-owner clients we are often introduced to their accountant.

Too often, business owners use their accountant to review things such as auditing the accounts, managing the payroll and general book-keeping which is typically backwards looking. The accountant is therefore not fully aware of what the client’s personal financial objectives are.

As Lifestyle Financial Planners, we tend to be forward-looking. We help our clients identify their ideal lifestyle and we work towards making that lifestyle a reality.

This can sometimes mean that the accountant and the financial planner are both working in isolation.

We much prefer to work jointly with accountants whereby they are fully aware of where our business-owner clients are heading. For example, this could be a future business sale. If the accountant knows the direction of travel, they are in a much better position to help you optimise your business for a potential future sale.

If the goal is to pass the company on to future generations or, if the company has no sale value, by working with your accountant, we can help you extract as much value from the company in future years to achieve your desired lifestyle.

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If you are a business owner looking to achieve your ideal lifestyle, please do get in touch to see how we can help you plan for your future.