The Do’s & Don’ts of Working with Your Accountant & Financial Planner

At Maher Group, we love helping clients make the most of their money. But like any strong partnership, there are some habits that make things smoother and others that can create unnecessary challenges. Here are the key do’s and don’ts to keep in mind.

Don’t: Leave It to the Last Minute

The problem: Dropping paperwork on 29 June and expecting everything to be finalised immediately.
Do instead: Get organised early. With more time, we can explore strategies that reduce stress and may even save you money.

Don’t: Share Only Half the Picture

The problem: Forgetting to mention a side hustle, an investment property, or a new crypto account.
Do instead: Be open and transparent. The more we know, the more accurate and beneficial our advice can be.

Don’t: Rely on Google or Friends for Financial Advice

The problem: Following “what you read online” or “what a mate said” as guidance.
Do instead: Use us as your trusted first point of advice. We tailor strategies to your unique situation and goals.

Don’t: Deliver a Shoebox of Receipts

The problem: Handing over crumpled receipts, scattered bank statements and post-it notes.
Do instead: Keep records tidy and accessible. Cloud-based tools and apps make record-keeping simple and can save both time and fees.

Don’t: Set and Forget Your Finances

The problem: Believing that once a financial plan is in place, it never needs revisiting.
Do instead: Review your strategy regularly. As life changes, so should your financial approach.

The Bottom Line

Our role isn’t just to manage numbers, it’s to help you grow, protect and enjoy your wealth. By following these simple do’s and don’ts, you’ll get the most value from our partnership, reduce unnecessary stress and stay on track to achieve your goals.