3 essential personality traits of a cloud accountant
The requirements to be an accountant today are something very different to what they once were. Simply having knowledge of numbers and tax does not mean you are automatically going to thrive in the cloud accounting world. I am seeing evidence of this fact more and more in my role as Chief Operations Officer of Xcelerate Business Solutions.
Today, flourishing in accounting requires a new way of thinking. It is less about the technical expertise and number-crunching, and more about whether you can handle systems, communicate well, innovate, solve problems, and build a rapport with your clients. If someone on your team is unable to do this, their accounting expertise does not matter—they simply will not be a very good accountant in the client’s eyes.
It takes a certain type of person to succeed in cloud accounting. Even if a person does not have all the knowledge, if they possess certain personality traits they have a very high chance of growing into a great accountant and being an outstanding addition to your team.
In my opinion, these are the three personality traits common across the very best cloud accountants.
Curiosity
An accountant who is genuinely curious and has an ability to follow-up that curiosity by searching for a solution to a problem, will be a great addition to any team.
In previous years, accountants did not spend a lot of time learning about systems because they were not important. Then, the few systems we did use were like QuickBooks desktop—they simply did the work for us. But today, cloud accountants are basically IT trouble-shooters. We are required to explain to our clients how to use an app, show them how to filter out data, or help them to understand a report.
One of my members of staff, Jen, comes from an engineering background. She knows how to go into systems and solve any problems related to them. When a system is not behaving in the way she expects, she dives in, researches, and figures out the solution on her own. She is one of the best I’ve ever seen at this. And that is largely due to her curiosity.
If a staff member is not a natural at technology, it is OK, so long as they are aware of their shortcomings (more on that soon) and are curious to learn. Being a good cloud accountant is not age-related, it is attitude-related.
Pride
You need your staff to have pride in what they do. The best accountants have true ownership of their work—they know that what they deliver reflects on them personally, and on the firm they are working for.
My best staff are relentless in their ownership of a client. If they have a problem, they do not give up until they have figured out their issue and have delivered a solution that meets or exceeds the client’s expectations.

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