Choosing The Right Accountant Will Help Your Money Mindset

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Here’s something you may never have thought about: choosing an accountant is a spiritually aligned money mindset process. And the right accountant will help you with your money mindset journey.


Ok, you may be looking at the screen in a quizzical look right now but think about it like this:


  • Your accountant is the one who will be dealing with your accounts and filings.

  • Your accountant is the one who helps give you advice on how to move forward.

  • Your accountant (if they are aligned with you) will be helping you with the way you view and manage money.


Your accountant has a significant role within your money story, so OF COURSE, choosing an accountant is a big part of your money mindset journey.


You need to ensure that they:


  • Align with you and your values

  • ‘Get’ what you do.

  • Will be able to scale with you.


Money mindset is a big thing. It is essential that you surround yourself with positive, like-minded people, and guess what? That includes your accountant!

So what things should you look for when choosing your accountant?


How do THEY talk about money?


How does your accountant talk about money?

If they are going to be influencing you in any way regarding the way you think about money, then you need to ensure they are spreading the right message. Of course, they want to help you with tax planning, budgeting and all of the things you would expect them to talk about but are they positively speaking about money in their practice?


How do they treat their team?


How they treat their team affects you in so many ways. If they do not value their staff, this could have a lot to say about how they appreciate you. Do they see their staff of worth? Do their empower their staff? If the team is happy and empowered then this will show in their work which directly affects you.


Are they serving their purpose?


Are their values clear? Here at Cone, our purpose is to help you create a business and life blend by assisting you to harness technology and by offering advice through our content on how to do this. Every post that we write, every picture we post, resonates with that. We breathe this into everything we do, and we hope that it comes across. But is your accountant serving their purpose? Are they serving you?


Do they charge their worth?


Cheap is cheap. I am just going to leave that with you for a second. If your accountant does not charge their worth, how can you ever expect them to encourage you to cost your worth? The thing about a cheap accountant is that they have to get a lot of clients on their books to create a profit.  So they do not have the resources to hire which means they give you the bare minimum. I am not saying to choose an accountant that charges the earth with no value, but ensure you know EXACTLY what you are getting for the cost. Part of a good money mindset is spending money well and in the right places.



I know that this post is a little woo-woo. But I think that it is such an important point to raise. Cone will not be the right fit for everyone. I get this, and I wouldn’t want to pretend we are right for everyone. We are different. We are more informal. We care more about how we can help our clients and followers than how we can ‘look good’ and ‘fit in’ for other accountants in the industry. We are passionate about having both a business and a lifestyle blend. We challenge ‘the norm’, and we will always do so.


So when you come to choosing your accountant, please think about whether they have a healthy money mindset.


You really need to ask yourself, like any other relationship that you have in your life, does your accountant serve and align with you? I know it's another element to think about, but it is a huge decision with monumental ripple effects.

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About the author

Chloe Slade is the Marketing Manager here at Cone and focuses on creating content that brings business and lifestyle together. Chloe is keen makeup lover,  foodie and loves to work from luxurous destinations.