What to Expect From Your Accountant and What They Expect From You

Whether you’re a sole trader, small business owner, or director of a growing company, having the right accountant can be a game-changer. But a successful relationship is a two-way street. Knowing what to expect from your accountant — and what they expect from you — leads to better outcomes, fewer surprises, and a lot less stress.

Here’s a breakdown of what a great accountant should provide, and what they need from you in return.

What You Should Expect From Your Accountant

1. Expert Compliance & Filing

They’ll handle your essential filings, including:

• Self Assessment tax returns

• Corporation Tax

• VAT and PAYE submissions

• Companies House filings (if applicable)

You should never miss a deadline with a good accountant.

2. Clear Communication

Expect plain-English explanations, proactive reminders, and timely responses.

• Regular updates and deadline alerts

• Clear advice on what to pay, when, and why

• Explanation of how tax rules affect your business

3. Tax Efficiency & Planning

Great accountants don’t just record the past; they help you plan for the future.

• Strategies to reduce tax liability legally

• Advice on pensions, dividends, expenses, and allowances

• Guidance through changes in legislation

4. Business Insight

Beyond numbers, many accountants help shape your business strategy.

• Profit and loss analysis

• Cash flow forecasting

• Budgeting support and growth planning

5. Modern Tools

Expect support with digital tools like:

• Xero, QuickBooks, FreeAgent

• Online document portals and e-signatures

• HMRC integration and MTD compliance

What Your Accountant Expects From You

1. Timely Information

Accountants rely on accurate and timely data.

• Submit receipts, invoices, and bank statements promptly

• Keep them informed of business changes (e.g., new staff, loans, property purchases)

2. Responsiveness

Delays in replying to your accountant can cause late filings and missed opportunities.

• Respond quickly to queries or document requests

• Notify them if you're unsure or need extra time

3. Honesty & Transparency

Be upfront about your income, spending, and plans.

• Hiding information can lead to inaccurate filings

• A good accountant is your ally, not an auditor

4. Respect for Deadlines

They’ll do the legwork — but they need time.

• Don’t leave tax returns until the last minute

• The sooner you provide info, the more value they can offer

5. A Willingness to Learn

You don’t need to be an expert, but some financial awareness helps.

• Ask questions when unsure

• Learn how your business finances impact growth

Building a Strong Relationship

The best accountant-client relationships are based on trust, communication, and shared goals. It’s not just about ticking boxes — it’s about helping your business succeed.

Need an Accountant Who Speaks Your Language?

At Clear Blue Sky Accountancy, we believe in clear, jargon-free support tailored to you. Whether you're just starting or scaling up, we work with you — not just for you.

Get in touch today and let’s build something solid together.