It's always easier to deal with your finances in person, but sometimes there are situations that come up that preclude a face-to-face meeting. Many modern accountants have technology in place to make it easier for you to work remotely, but you'll still need to figure out the best way to get your documents and your banking information to them.
1. Always Encrypt Your Emails
Email encryption prevents others from viewing your emails unless they have a certain password.
The first step when working with a new accountant is to create a reliable and accurate budget, which depicts both your income and your expenses. For many, this can be an arduous task -- to create a completely accurate picture of your finances, you need to be able to go back at least three to six months in time (and often, a full year). Here are a few of the methods that you can use: