Working With Your Accountant: Getting Maximum Value From the Relationship

Most business owners pay for an accountant all year and only hear from them at BAS time.

When the books aren’t reconciled, records are missing and nobody is sure what the fee covers, even a good accountant ends up fixing errors instead of finding savings. And tax planning left until the end of the financial year rarely changes much. Timothy Quinn, Head of Tax & Accounting at Lawpath, covers what to have ready before you hand over your file, what’s usually in scope, the questions worth asking each quarter, and how to tell when it’s time to switch. Practical and straight-talking throughout.

5th November, 2026, 12:00 PM AEDT

RSVP now

In this session, Timothy will cover:

  • Getting your books ready: What a reconciled file looks like before BAS or year end, and why handing over messy records means paying for fixes instead of advice
  • Records your accountant needs: The receipts, logbooks, loan account details and supplier GST checks that most often hold up a return or cost you a deduction
  • What your fee covers: How to read the scope of a compliance package, what’s usually quoted separately, and how to avoid surprises on your bill
  • Planning before 30 June: Why tax planning works best when it starts mid-year, and the questions to ask every quarter rather than once a year
  • Knowing when to switch: The signs the relationship isn’t working, and how to hand over your file and nominate a new tax agent without missing a lodgement
 

Why Attend?

Get more out of the fee you’re already paying, and turn compliance into advice that actually moves your numbers.

Stop paying for clean-up work

Walk away knowing exactly what to prepare before each BAS and year end, so your accountant’s time goes on advice, not reconciliations.

Start tax planning while it can still help

The best tax outcomes are set up months before 30 June. Learn how to build a rhythm of check-ins that makes that possible.

Know exactly what your fee covers

Understand what a standard compliance package includes, what sits outside it, and how to ask for the advice you need.

Ask Timothy your accounting questions live

Bring your setup, your current arrangement and your frustrations. Timothy will work through them in the session.

 

 

Limited seats available, register today!

 

 

 

Note for accountants and lawyers: this session isn't CPD accredited and doesn't count towards your annual points or units.

By clicking on 'Register now' you are agreeing to the Lawpath Terms & Conditions