How to Find The Perfect CPA For Your Financial Needs

/, Blog/How to Find The Perfect CPA For Your Financial Needs

How to Find The Perfect CPA For Your Financial Needs

Portrait of beautiful young woman working with laptop in her office.


Step #1. Carefully Think About Which Financial Services You Will Need

Before you begin your search, think about your financial needs first. Why do you need a CPA? What are your financial goals? Are you interested in working with someone who can offer long-term financial planning? Or do you want someone who can help you find more tax deductions for your business? When you know exactly what you are looking for in a CPA firm, the easier it will be for you to find a CPA that can offer those services.

Step #2. Ask People You Trust With Similar Financial Situations for Referrals

Next, ask your friends, family, and colleagues if they can recommend any reputable accounting firms. It is much easier to work with a company that already provides great service to someone you know and trust. Try to ask people who are in a similar financial situation. For example, if you own investment property and a small business, ask other entrepreneurs who own real estate and other assets for their recommendations. This will increase your chances of finding a CPA firm that will understand your unique financial goals and needs.

Step #3. Visit the CPA’s Offices So You Can Interview Them In Person

Now that you have a list of prospective accounting firms, you can interview them to make sure they are a good fit. We recommend visiting their office so you can get an idea about their company’s culture and work environment. Remember, the interview process should not beone-sided, they should also ask questions about your financial situation so they can better understand your needs. Below are some questions you can ask during the interview:

  • How long have you been in business?
  • Do you serve a specific type of client?
  • What financial services do you offer?
  • What are your rates?
  • How many clients do you typically serve?
  • What accounting software do you use?
  • If I decide to work with you, how would I submit my financial information to your firm?
  • How often is your business audited?
  • Why should I choose your CPA firm?

Step #4. Call The Company’s References to Verify Their Professional Credentials

When you have narrowed it down to two or three choices, it is important to verify their credentials. Double check the references they gave you during the interview and get feedback from some of their current clients if possible.

Hiring a qualified CPA firm can take some extra time and effort in the beginning, but it will be well worth it once you find the right one. If you are looking for an accounting firm contact us today to schedule a free consultation. We would be happy to explain how our accounting and tax services can improve your current financial situation. We offer outsourced accounting, business consulting, and many other services.

By | 2016-08-04T13:58:40-07:00 August 4th, 2016|Accounting, Blog|1 Comment

About the Author:

One Comment

  1. Derek Mcdoogle October 17, 2016 at 5:19 pm

    Your step about carefully think about which financial services you will need was very enlightening. Do CPA firms only work with businesses or do they work with individuals as well? My sister has been having a very hard time financially since her husband died last year. Finding a reputable certified public accountant could be very helpful.

Comments are closed.