信頼できる税理士の紹介の受け方、失敗しないコツ
「税理士を紹介して」と人に頼むのは少し気が引けるもの。でも、それだけに良い出会いがある可能性も。紹介をきっかけに、あなたに合うパートナーを見つけるための賢い活用術をお伝えします。
1. 紹介してくれる人とあなたの「状況の類似性」
紹介してくれる方の事業規模や業種、相談内容があなたと似ているほど、紹介された税理士は役立つ可能性が高い。全く分野が違う場合は、一度しっかり自分で確認を。
2. 紹介されたら必ず「直接会って」話す
紹介だからといって、そのまま契約するのは危険。必ず直接面談し、相性を確かめましょう。あなたの事業や課題に興味を持ち、熱意を持って話を聞いてくれるかが重要。
3. ここは外せない!面談時の確認ポイント
- 報酬体系は明確か(月額顧問料、決算料など)
- 対応可能な業務範囲はどこまでか
- 緊急時の連絡・対応方法はどうか紹介でも、ビジネスパートナー。基本はしっかり確認を。
4. 紹介者への礼儀と報告を忘れずに
紹介してくれた方には、きちんとお礼を伝え、その後どうなったかの報告(たとえ契約しなくても)をすることが、今後の関係や信頼のために大切です。
紹介は「きっかけ」に過ぎません。最終判断はあなた自身が責任を持って、相性の良い税理士を見つけてください。
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