Episode 5

Published on:

25th Oct 2021

Go Beyond Numbers - What Is Your Accountant For, Really?

In the latest installment of Go Beyond Numbers, Tony and Ryan explore the true nature behind your accountant and the value they provide.

Having an accountant is a great first step, but it's important to understand how to effectively utilize your accountant. In the social contract, what do you ask of them and what do they have a right to ask of you? By answering these crucial questions, you and your accountant can ultimately maximize the value of the relationship.

Listen as Tony shares his outlook on this pivotal relationship, which is bound to leave you reconsidering your expectations from your accountant. So sit back, relax, and enjoy another thought provoking discussion!


0:05 - Overview on the topic of the show

1:35 - Tony's outlook on what an accountant should really do for their client

3:56 - "Do you care for me?"

5:26 - The role of an accountant within a client's financial practices

10:03 - What the accountant should be expecting of the client

14:28 - Which capital this relationship falls under

17:30 - How a client can go about strengthening their social capital

21:00 - Clear communication is crucially important

23:04 - What an enriched relationship looks like with your accountant

26:31 - Tony's final thoughts on the matter

27:33 - How to stay up-to-date with the show

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Show artwork for Go Beyond Numbers

About the Podcast

Go Beyond Numbers
Rose, Snyder & Jacobs LLP take the conversation beyond numbers
Bringing over 40 years of experience working with businesses and their owners in the manufacturing, real estate and service sectors, Founding Partner of Rose, Snyder & Jacobs LLP, Tony Rose, dives into the world beyond numbers.

As the founding partner of the firm prominent tax and accounting firm, Tony spends his days providing management consulting advice to closely-held corporations, family owned businesses, partnerships, and the high net worth individuals that own them. Many believe his daily conversations surround the black and white figures on a client's spreadsheet. However, that's far from the truth.

Tune into each episode where Tony shares life lessons and learnings from thought leaders and change makers across the nation. Each conversation, each episode, is meant to provide you with knowledge that can be applied to your own life or business practices.

Learn more by visiting: https://gobeyondnumbers.com/