Your accountant was great when you were starting out. Maybe they helped you register your ABN, lodge your first return, or set up a basic spreadsheet to track expenses.
But businesses change. What worked when you were turning over $80,000 a year might not work at $500,000. And the accountant who was perfect for a sole trader might not be the right fit for a company with employees, a trust structure, and a growing list of compliance obligations.
Here are five signs it might be time to move on.
1. You only hear from them at tax time
If the only time your accountant contacts you is when your return is due, that's a reactive relationship — not a proactive one. A good accountant should be reaching out before key deadlines, flagging opportunities to reduce your tax liability, and helping you plan ahead. Tax planning that starts in May is already too late.
2. You're getting compliance, but no advice
Lodging your BAS and preparing your return is the bare minimum. If you're not getting guidance on your business structure, cash flow, superannuation strategy, or growth planning, you're paying for a data entry service — not an adviser. The value of an accountant isn't in the numbers they crunch. It's in the decisions they help you make.
3. You can never get them on the phone
If your calls go to a receptionist, your emails take a week to get a reply, and you've never actually spoken to the person who signs your return — that's a problem. You're not a file number. You should have direct access to the person managing your affairs, especially when something urgent comes up.
4. They can't explain things in plain English
Tax law is complex, but your accountant's job is to translate it. If every conversation leaves you more confused than when it started, or you're nodding along without understanding what you're agreeing to, the communication isn't working. You deserve someone who explains the "why" behind every recommendation — clearly, without jargon.
5. Your business has changed, but your service hasn't
You've hired staff. You've set up a company or trust. You're thinking about buying property through your business or bringing on a partner. But your accountant is still treating you exactly the same as they did three years ago. If your service scope hasn't evolved with your business, you're leaving money — and protection — on the table.
What to look for in your next accountant
Switching accountants is easier than most people think. A good firm will handle the transition for you — contacting your previous accountant, collecting your records, and making sure nothing falls through the cracks.
When you're evaluating your next accountant, look for someone who offers fixed-fee pricing (so you always know the cost upfront), direct partner access (no call centres), and a proactive approach to tax planning — not just compliance.
And if you're not sure where to start, a free initial consultation is a good way to test the relationship before committing.
If any of these signs sound familiar, it might be time for a conversation. Book a free 30-minute consultation with Nebula Accounting — no obligations, no pressure, just an honest assessment of where you stand.
This article is general information only and does not take account of your personal circumstances — it is not personal tax, financial or legal advice. Tax laws change and apply differently to different people. Nebula Accounting Pty Ltd is a registered tax agent (No. 26259377); please speak with us or check with the ATO before acting.