Top 5 Personality Traits You Should Look For in an Accountant

If you need help with financial strategies and tax planning, your next move will be to find a Chartered Professional Accountant (CPA). The accountant handles financial operations such as bookkeeping, tax reports, financial statements, and more.

An accountant holds a superior level of responsibility and must be trustworthy. If you are in the market for an accountant, consider these top five personality traits that you should look out for.

1.Approachable

When meeting an accountant for the first time, you might feel a certain vibe or presence when around them. When you are looking for the right accountant to handle your accounting services , ideally, they will be approachable. You can usually gauge if a person is approachable based on their body language and introduction.

A good accountant should be easy to talk to. Since you will be trusting them with your financial records, it is essential that you feel comfortable communicating any questions or concerns you might have.

2. Knowledgeable

Accounting firms often go through industry changes throughout the years. New legislation, mergers, and acquisitions and taxation are just a few of the trends that are continuously changing. An accountant needs to be up-to-date with their firm's policies as well as changes in tax law and the trends within the industry.

A knowledgeable accountant provides effective accounting services with the ability to provide up-to-date and relevant advice. They go out of their way to stay on top of new tax codes and financial modifications. They can guide and explain their reasoning in a knowledgeable manner that the client can understand.

3. Entrepreneurial Spirit

An accountant with an entrepreneurial spirit generally goes above and beyond to seek change and ask questions. This quality is also great to have in an accountant who is also the tax advisor because they will ensure you are getting the most out of your tax refund and more.

An entrepreneurial spirit is constantly questioning how a task can be done better. An accountant with this type of zest for evolving is in tune with their passion and provides the finest services. Typically, these accountants tend to be more strategic and forward thinking compared to the practitioner who is only concerned with compliance and filings.

4. Organized

Working in an accounting firm can get extremely busy, especially around tax season. Accountants and tax advisors are responsible for various daily tasks and therefore need to stay on top of things. An organized accountant always stays prepared.

Organizational skills are crucial for those working in accounting firms. They must be able to juggle many clients and stay on top of all their deadlines. Organization and prioritization go hand in hand, and your tax advisor should be efficient with both.

5. Detail-Oriented

A detailed oriented individual is the type of person who picks up on small details that others may not notice; this is a fundamental trait for handling accounting services. Tax advisors who are detail-oriented put in the extra time and effort to execute their work and ensure it is error-free.

Small gestures like remembering names and other personal attributes are another benefit to having a detail-oriented accountant. It is important to feel like the person you trust your finances with is paying attention to all details, even those that appear minute. You can also be assured that your detail-oriented accountant will produce quality service that you can feel confident about. It is important however for the accountant to still be able to see the ‘big picture’.

Now that you know the top five traits to look for in an accountant, please do not hesitate to reach out to us at Charles Ghadban Accounting with any other queries you may have. Our trusted team is here, ready to assist you with all your financial needs.

You can give us a call at 613-234-7856 or get in touch through our website . We look forward to hearing from you!

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