When you visit clearly define both your problem and your goal. This wll save a lot of time and get you faster results. Try to cover the who, where, why, what and when in their response. Sometimes the how. Your accountant or auditor is, according to recent survey, the one outsider used most frequently than any other.
Some firms visit with their accounting service professional every week or so.
Managers make two common mistakes in working with this resource. First, they forget that the accountant often recognizes things in the figures that point to dangers or opportunities - places to economize or steps toward greater progress. Too often the manager looks on the accountant as a number cruncher. The manager should ask the accountant whether he sees any clues that would help improve profits or management efficiency. The second error is the flip side of this.