How Collaborating With Accountants Can Help SMBs Thrive

In this episode of the CanadianSME Small Business Podcast, we welcome Val Steed, CPA, MA, CITP, and Director of Accountants at Zoho Corporation. Bringing over three decades of experience in accounting and technology, Val is an esteemed figure in the industry, recognized twice as one of Accounting Today’s Top 100 Influential Accounting Professionals. His illustrious career includes roles at Deloitte Haskins and Sells, Hansen, Steed, Bradshaw & Malmrose P.C., and notable contributions in the AICPA. Currently, Val uses his expertise at Zoho Corporation to support and guide accountants globally. In our conversation, Val discusses the importance of small businesses collaborating with accountants, the essential documents and tech tools for streamlined accounting processes, strategies for effective communication between businesses and their accountants, and the strategic insights accountants provide to help SMBs become more profitable and financially stable in the long term.

Key Highlight Points:

• Understanding why small businesses should work with accountants beyond traditional tax filing and accounting services.

• Insights on necessary documents and technology tools that streamline accounting processes for small businesses.

• Effective communication strategies between small businesses and their accountants for securing funds and optimizing financial strategies.

• Recommendations on the ideal frequency for small businesses to engage with their accountants.

• The kind of strategic insights small businesses can expect from their accountants to enhance profitability and financial stability.

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We extend our gratitude to Val Steed for his enlightening insights on the pivotal role of accountants in the success and growth of small businesses. Val’s expertise illuminates the diverse contributions of accountants in effective financial management and strategic advisory. A special thanks to Val for sharing his valuable knowledge with us. We also thank our partners – RBC, UPS, and Xero – for their support. To our listeners, we encourage you to subscribe to CanadianSME Small Business Magazine for more inspiring content and visit  for additional information on empowering your business.