Robertson & Company Ltd.’s Post

Explore the responsibilities, skills, and qualifications that define the role of a senior accountant. From financial reporting to overseeing accounting operations, delve into the key aspects that make senior accountants pivotal contributors to an organization's financial health. https://ow.ly/R5FN50Q9hbe

🔍 Hiring an Accountant? Here are 5 Key Considerations! 🔍 1️⃣ Qualifications and Credentials: Ensure your accountant is a Chartered Professional Accountant (CPA) or holds relevant certifications, showcasing their expertise and commitment to professional standards. 2️⃣ Experience and Specialization: Seek an accountant with a proven track record in the specific area of accounting you require, whether it's tax planning, auditing, bookkeeping, or financial consulting. Specialization is key for tailored solutions. 3️⃣ Reputation and References: Look for reviews and client references to gauge their reputation. A trusted accountant should have a history of delivering top-notch service and client satisfaction. 4️⃣ Communication Skills: Effective communication is vital. Choose an accountant who can simplify complex financial matters, ensuring you fully understand. Responsiveness to your inquiries is a must. 5️⃣ Fee Structure and Transparency: Understand the accountant's pricing model and ensure it aligns with your budget. Transparent pricing and billing practices prevent surprises. Make an informed choice when hiring an accountant for your financial needs! 📊💼

A Message to Accounts & Finance Professionals 💡 Have you ever find yourself grappling with the complexities of the accounting and finance world? Trust me, you're not alone. 💼 The life of an accounting and finance professional often feels like navigating through choppy waters. But here's a reminder: just like the heartbeat, our life and our industry have their ups and downs. Deadlines, Reports, Reconciliations, audit, compliances, taxes, follow up and a lot. Sometimes seems endless marathon. Right? It comes in everyone’s professional lives. Whether you are just starting your career as an accountant or a professional chartered accountant who has so many years of experience. and, I know that sometimes it feels overwhelming as well. Take a deep breath and focus on one action at a time. I understand that every day seems like a new challenge. 📉 But I want you to understand that Challenges are inevitable in our field—it's the nature of the beast. But it's these very challenges that keep us on our toes, driving innovation and growth. Just as a flatlined heartbeat signifies the end, a smooth ride in finance may mean stagnation. We need those fluctuations to thrive and evolve. 🌱 So, let's embrace the ups and down of our profession. Every day is a new lesson. Challenges = Ups & Downs = Lesson Every obstacle is an opportunity to learn and grow, to refine our skills and expand our knowledge. By diving deep into our subject matter, understanding industry trends, and stepping towards  subject expertise, we can equip ourselves to guide in the twists and turns of both business and life with confidence. Are you with me? Let’s thrive together. Your Friend Divyesh Dave

The finance department's ideal structure is a frequent topic in the accounting field and major corporations. The consensus among finance professionals is that the finance function, including accountants, should function as active business partners. What is a 'finance business partner'? From my perspective, it's accountants collaborating closely with specific business departments or senior management. They offer support, act as trusted advisors, and contribute value to aid decision-making. Successful finance business partnering blends analytical, commercial, and communication skills. When selecting your accountant, seek competencies associated with a finance business partner: ✅ Analytical capabilities ✅ Challenge, negotiation, and influence skills ✅ Commercial acumen and decision-making ability ✅ Strategic thinking ✅ Relationship management Having the right finance business partner is key to scaling and growing your operations. They excel at recognising opportunities, making them valuable business partners. While a bookkeeper handles operational entries, an accountant transforms data into value for growth. In search of a finance partner? Reach out to us. We specialise in working with small businesses with a turnover between $500k to $5 million. Consider us your strategic partners, and choose one of our packages to optimise your success. 📞: 0403 989 509 📧: arpana@avenuesolutions.com.au 🌐: www.avesoltax.com.au

It is true that being an expert in everything is virtually impossible, which is why seeking help from professionals can be a wise decision in certain areas of business. ⁠ ⁠ Accounting is one such area where it is beneficial to hire a professional.⁠ ⁠ An experienced CPA can help ensure your business stays on top of financial responsibilities, such as taxes, bookkeeping, and financial planning. This can be especially important for small business owners who may not have the time or expertise to handle these tasks themselves.⁠ ⁠ By hiring an accountant, you can also gain valuable insights into the financial health of your business, allowing you to make informed decisions about future growth and investments. Additionally, a professional accountant can help you identify potential areas of risk and advise you on how to minimize them.⁠ ⁠ Overall, while it may be tempting to try and handle all aspects of your business on your own, hiring a professional accountant can ultimately save you time, money, and stress in the long run.⁠ ⁠ Head to our website and let's get connected!

There are a lot of acronyms in the finance/accounting/tax space that can seem misleading. Do you know which of these are licensures and which are job titles? 💲 CFA 💲 CFE 💲 CFO 💲 CFP 💲 CMA 💲 CPA 💲 CPM 💲 EA 💲 Bookkeeper 💲 Accountant 💲 Controller **First, and most importantly, licenses DO NOT equate to specific job titles!** Make sure you have an understanding of WHAT services/outcomes you need when hiring or outsourcing new roles. For instance, I hold a CPA license, however, I do not handle any income tax preparation. I work WITH your tax preparer, though, to make sure tax implications are taken into consideration throughout the year. ... I'm your #inventory loving accountant, here to improve your #financialoperations and give you the #financialclarity needed to #scaleintentionally.

🔍 CPAs vs. Bookkeepers: Know the Difference 💼 📌 Bookkeepers: Bookkeepers are highly skilled at accurately entering and organizing financial data. They play an essential role in maintaining a company's financial records, ensuring that all transactions are recorded correctly. Their primary focus is on keeping the financial house in order, making them the backbone of any financial operation. 📌 Certified Public Accountants (CPAs): CPAs, on the other hand, bring a broader skill set to the table. Beyond meticulous record-keeping, they are qualified to take on various roles within a firm. Their knowledge and experience enable them to step into positions like Chief Financial Officers (CFOs) and Controllers, providing strategic financial guidance and leadership. Understanding the unique strengths of each role is fundamental to building a successful financial team. 👥 #CPA #Bookkeeper #FinancialManagement #Accounting #CareerPath #LinkedIn

Do you already have a bookkeeper and external accountant? Then read on, this is for you. On one my services is to work with businesses giving them a financial strategic input. In the industry it is known as a Portfolio Finance Director or Fractional Finance Director. I work with SME's who either have a finance function covering your day to day bookkeeping or an external accountant for your year end retrospective accounts or both; I fill the gap making sure key financial and operational information are delivered to improve the performance of your business. I help unlock key data and metrics in your business to better understand you profitability, key drivers, and key performance indicators. 𝗪𝗵𝘆 𝗺𝗲? I am a qualified Chartered Management Accountant with over 20 years experience in a variety of sectors large and small. I have grown finance functions, whole companies and taken them to through to sale i.e. I am commercially astute. 𝗪𝗵𝘆 𝗮𝗻 𝗙𝗗? An SME often needs a Finance Director but not full time and you only pay for what you use. So you get the expertise and experience but only for the time you need. Key contacts, relationships with lenders, and banks are better with a Finance Director on board. 𝗪𝗵𝗮𝘁 𝗮𝗿𝗲 𝘆𝗼𝘂 𝘄𝗮𝗶𝘁𝗶𝗻𝗴 𝗳𝗼𝗿? The time has come to give your business the boost it needs. With years of board level finance experience drop me a DM to unlock your business potential. Wouldn't it be nice to sleep well and nights knowing an experience Finance Director is taking care of all things finance?

It is true that being an expert in everything is virtually impossible, which is why seeking help from professionals can be a wise decision in certain areas of business. ⁠ ⁠ Accounting is one such area where it is beneficial to hire a professional.⁠ ⁠ An experienced CPA can help ensure your business stays on top of financial responsibilities, such as taxes, bookkeeping, and financial planning. This can be especially important for small business owners who may not have the time or expertise to handle these tasks themselves.⁠ ⁠ By hiring an accountant, you can also gain valuable insights into the financial health of your business, allowing you to make informed decisions about future growth and investments. Additionally, a professional accountant can help you identify potential areas of risk and advise you on how to minimize them.⁠ ⁠ Overall, while it may be tempting to try and handle all aspects of your business on your own, hiring a professional accountant can ultimately save you time, money, and stress in the long run.⁠ ⁠ Head to our website and let's get connected!

It is true that being an expert in everything is virtually impossible, which is why seeking help from professionals can be a wise decision in certain areas of business. ⁠ ⁠ Accounting is one such area where it is beneficial to hire a professional.⁠ ⁠ An experienced CPA can help ensure your business stays on top of financial responsibilities, such as taxes, bookkeeping, and financial planning. This can be especially important for small business owners who may not have the time or expertise to handle these tasks themselves.⁠ ⁠ By hiring an accountant, you can also gain valuable insights into the financial health of your business, allowing you to make informed decisions about future growth and investments. Additionally, a professional accountant can help you identify potential areas of risk and advise you on how to minimize them.⁠ ⁠ Overall, while it may be tempting to try and handle all aspects of your business on your own, hiring a professional accountant can ultimately save you time, money, and stress in the long run.⁠ ⁠ Head to our website and let's get connected!