Steps to Finding a Small Business Accountant
Pinpoint Business Needs
- Enrolled Agent
- Certified Public Accountant (CPA)
2. Research & NetworkBefore making any type of commitment or investment (especially one that involves your time and money) it’s really important to do your research. Luckily, it’s easier than ever to go online and read reviews through a variety of platforms. LinkedIn, Yelp and Thumbtack, among many other services can help you find the best rated accountants in your area. But even better, really strong accountants will have no problem giving you a reference list so you can decide for yourself. Having a ten-minute interview with some of these references should help confirm some of the information you heard from the accountant and help you get a feel for how their clients feel about working with them. These conversations by no means have to be long. Keep them short and sweet and make sure to high the highlights. For interviews with accountants make sure to ask things like:
- What’s their professional network like?
- What are their qualifications?
- What services do they offer?
- Have they received recommendations? If so, could you connect with those individuals?
- Have they received any recommendations from their clients?
- What’s their tenure in the industry?
- How do they label themselves: certified accountant, a bookkeeper, a financial advisor or something else?
- What software do they use?
- How long have you worked with the particular accountant?
- How strong do they feel their small business accounting tips have been?
- What industry does the reference work in?
- How has the relationship changed/driven business outcomes?
- Would they continue to recommend the finance professional?