I asked Marc, the CEO of Plus One Technology in Pennsylvania, what he’d like his accountant to start, stop and keep doing. Here’s what he told me:

Start: Marc appreciates the actionable insights provided by his accountant but wishes they’d give more input into KPIs and potential actions to help him improve his business.

Stop: Marc suggests his accountant could be more direct and straightforward when delivering challenging information. He values candid feedback to identify areas that need fixing.

Keep: Marc highly values the financial metrics provided by his accountant, especially those specific to his industry. These metrics offer valuable insights into business growth, highlighting areas for improvement in margins and productivity. He expresses the importance of continuing to receive this information on a recurring basis for effective scaling and growth.

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