We surveyed a selection of UK business customers to find out how they work with their accountant, what they expect from them, and what accountants can do to build better relationships with their small business clients.

1. Which areas do you feel your
accountant could improve in?
Ideally, what would you most like
your accountant to help you with?
Proactivity
Using online software
Support
Communication
Building a rapport with you
59%
Tax
28%
General
accounting/
bookkeeping
questions
8%
Business
strategy
1%
All services
2%
Payroll
2%
Budgeting
How do you prefer to communicate
with your accountant?
Email
71%
Telephone
15%
In person
10%
Text
1%
@
Calling
How often do you communicate
with your accountant?
Every day
Yearly
Every few days
Weekly
A few times a month
Ad hoc
Instant
messenger
1%All of the
above
1%
How involved do you like
to be in your accounting?
Very involved
Occasionally involved
My accountant does everything
42%
37%
8%
6%
6%
1%
Clear Books surveyed UK business owners to find out their
preferences when working with an accountant.
We've shared the results of the survey in this infographic to help
create a better working relationship between accountants and
businesses.
Working with your
accountant
Email & phone
& visits
1%
1
2
3
4
5
An infographic powered by
www.clearbooks.co.uk/accountants
Accountants can visit our website to sign up
for a free Clear Books partner account!
IT ConsultancyConstruction Design
The most represented industries in
our survey were:
65%
30%
5%