7 questions to ask before you hire your next accountant

If you’re about to hire your first or your next accounting firm, you might want to ask them a few questions…starting with these.

How many years’ experience do you have?

Kerry Lloyd, Mason Lloyd’s Managing Director, has more than 25 years experience as a Chartered Accountant. The other accountants on our team have at least 2-10 years each.

Do you have experience in my industry?

One of the benefits of working with accountants with decades of experience is the understanding they’ve gained across a broad range of industries. Mason Lloyd’s industry experience includes (but isn’t limited to);

• Building & Construction
• Retail
• Professional services
• Medical
• Forestry
• Plant rental & hire
• Not for profit
• Printing
• Manufacturing
• Agriculture
• Travel

Do you do more than just tax returns?

Absolutely!

If you’re a business, Mason Lloyd can look after your BAS and GST preparation, preparing your financial accounts, setting up the right business structure, succession planning and other business advice in relation to operating your business including workcover, superannuation, finance, employing staff, etc.

If you’re an individual or family, we can look after your estate planning, setting up self-managed super funds and ensuring your family’s financials are appropriately set up and looked after.

How long will it take you to return my calls and emails?

As part of our client service charter, we endeavour to have all emails and calls returned within one day. Of course, sometimes, we’ll have to prepare advice that takes longer to produce, but we’ll let you know that it’s underway and give you an estimated timeframe.

How many staff do you have?

We have a staff of 8. Whilst Kerry Lloyd is Mason Lloyd’s managing partner, you will also be introduced to another accounting member of staff who can answer any questions you might have when she’s not immediately available.

How do I know your accounting and tax knowledge is up to date?

All of our accountants are required to complete formal continuing professional development programs each year. But we also read widely outside that program on a range of topics that are relevant to our business and personal clients. It’s just what we do.

Can I talk to your other clients about what you’re like to work with?

Absolutely! We’d be delighted to put you in touch with our clients subject to their approval in advance. We’ve built great long-term relationships with most of our clients and most, if not all of them actually, would be happy to discuss how they’ve found working with us.

In our recent client survey, we were blown away by the fact that 98% of our clients were happily satisfied with the service they’d received. See more survey results.