beginner 3 min read

When to Hire an Accountant

Know when it's time to get professional help, what to look for in an accountant, and how Fastbooks and your accountant can work together.

DIY vs Professional Help

When you’re starting out, handling your own books makes sense. You’re learning how your business works financially, and the transactions are usually simple. But there comes a point where professional help isn’t just nice to have — it’s a smart business decision.

Signs It’s Time to Hire an Accountant

Your Business Is Growing

More clients, more transactions, more complexity. What took an hour a month now takes a day. Your time is better spent on revenue-generating work.

Tax Season Stresses You Out

If preparing your tax return fills you with dread, or you suspect you’re overpaying because you’re not sure which deductions apply, an accountant pays for themselves.

You Have Employees

Payroll tax, withholding, superannuation/retirement contributions, employment law compliance — getting employee-related finances wrong can be costly.

You’re Making Big Decisions

Thinking about taking on a loan, buying equipment, changing your business structure, or bringing on a partner? An accountant provides financial perspective that can save you from expensive mistakes.

You’re Not Confident in Your Numbers

If you look at your financial reports and aren’t sure what they mean or whether they’re correct, that’s a gap a professional can fill.

You’ve Received a Tax Notice or Audit Letter

Don’t try to navigate this alone. An accountant knows the process and can represent you.

What to Look For

Qualifications and Credentials

Look for properly licensed professionals — CPA, chartered accountant, or the equivalent in your jurisdiction. Credentials matter because they indicate training and accountability.

Small Business Experience

An accountant who specialises in small businesses will understand your challenges better than one focused on large corporations. Ask about their typical client size.

Communication Style

You need someone who explains things clearly, not someone who hides behind jargon. In your first conversation, notice whether they make you feel informed or confused.

Availability and Responsiveness

Your accountant should be reachable when you need them, not just during tax season. Ask about their turnaround time for questions and requests.

Technology Comfort

Your accountant should be comfortable with modern bookkeeping tools. If they insist on paper records or outdated software, they may not be the right fit.

Transparent Pricing

Ask how they charge — hourly, fixed fee, monthly retainer? Understand what’s included and what costs extra. No one likes billing surprises.

How Fastbooks and Your Accountant Work Together

The best setup is a partnership: you handle the day-to-day bookkeeping in Fastbooks, and your accountant handles the strategy, compliance, and complex stuff.

What You Handle

  • Recording daily transactions
  • Sending invoices and tracking payments
  • Categorising expenses and attaching receipts
  • Running regular reports to monitor your business

What Your Accountant Handles

  • Reviewing your books for accuracy
  • Preparing and filing tax returns
  • Advising on tax planning and deductions
  • Handling compliance and regulatory requirements
  • Providing strategic financial advice

The Handoff

Fastbooks makes it easy to share your financial data with your accountant. Clean, organised, up-to-date books mean your accountant spends less time sorting through data and more time adding value — which usually means lower fees for you.

The key takeaway: hiring an accountant doesn’t mean giving up control of your finances. It means getting expert support so you can run your business with confidence.

Ready to put this into practice?

Try Fastbooks free