January was quite busy for me. I’ve been accomplishing a lot and  I really feel that 2010 is off to a stellar start. I fired my accountant in January. He wasn’t a bad accountant. He was reasonably priced, did his job well, and was a very nice person. Firing him wasn’t easy, because I really like him as a person and I hate to see someone lose income.

In the book, Networking with Millionaires… and Their Advisors, I learned that many millionaires see their accountant as their most important business relationship. After thinking long and hard about it, I realized that I didn’t feel much of a connection between him and I. I am a huge believer in the idea that good relationships, both personal and business, just simply feel right. I also got a sense that I was interrupting him whenever I called him with a question. Finally, I needed someone to be a little bit more proactive about giving me feedback. His company also did my bookkeeping, but he never took the time to look at my reports and give me feedback on any of them.

After many interviews, I found a new accountant and bookkeeper. She won me over for a variety of reasons:

• Her policy is to check in with her clients once a month to see how things are going financially.
• She looked at my business budget with me for an hour and gave me some incredible feedback.
• She wants to meet and discuss my personal financial situation after my 2009 tax return is completed.
• She got real emotional talking about how she wants all of her clients to be debt free.
• She handed me her copy of The Total Money Makeover: A Proven Plan for Financial Fitness by Dave Ramsey and told me that it was my assignment to read it and we would discuss it.
• She took the time to listen to me.

To top it off, she costs less than my old accountant.

So, I wanted to ask you: What’s your relationship like with your accountant?

Gratitude: I am so grateful that I got hired as a speaker recently.

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