How often should I meet with my accountant?

Meeting regularly with your accountant helps keep your finances in order, spot problems early, and stay compliant. But how often is enough?

Monthly Meetings

Best for businesses with frequent transactions, growing teams, or complex finances. Monthly check-ins help monitor cash flow, handle payroll, and stay on top of tax obligations.

Quarterly Meetings

Ideal for many small businesses. A quarterly meeting helps you:

• Review profits and expenses

• Plan for VAT returns

• Adjust budgets or strategies

• Prepare for seasonal changes

It’s a practical balance—enough to stay updated, not too frequent to feel overwhelming.

Annual Meetings

At the very least, meet once a year—especially for tax filing. This suits freelancers or sole traders with straightforward finances.

Use the meeting to:

• File returns correctly

• Review yearly performance

• Plan ahead for tax or savings

Ad Hoc Meetings

Extra meetings are useful when:

• Starting or expanding a business

• Changing business structure

• Hiring staff or applying for loans

• Receiving tax letters or notices

If in doubt, a quick check-in can save time (and trouble) later.

In-Person or Online?

Many accountants now offer video calls or online portals. It’s less about the format—what matters is that you're staying in touch when it counts.

Summary:

• Monthly for complex or fast-moving businesses

• Quarterly for most small businesses

• Annually if things are simple

• Ad hoc whenever big changes happen

Meeting regularly helps your accountant support you better—and keeps your finances on track.