1. What’s the Background of Your CPA Firm
Do you have public reviews on the internet that I can read?
Do you have a specialty or specialties?
How big or small are you?
2. Tell Me About Your Personnel.
3. What is Your Industry Experience?
4. What Accounting Systems Do You Support?
I use a particular type of software.
5. What Other Services Do You Offer?
Examples would be:
Personal financial planning Audited financial statements
Management advice and recommendations
Accounting systems work
New company set up
Finding the answers to these questions is very important to any small business owner for 2 reasons.
First is because the CPA firm you choose is going to have an intimate knowledge of your financial situation, do the accounting or bookkeeping for your company, prepare your taxes and financial statements and in essence is going to know more about you potentially than your best friend and maybe even your spouse - so it's impor- tant to ask questions and choose the RIGHT firm and one that works well with you. The second reason is as a Small Business Owner or Entrepreneur, your business goal is to usually build or grow your company. And so asking the right questions in these Top 5 areas can help you identify a good CPA firm AND one that will help you grow and be a business resource for you, not only during tax season but every quarter as you're operating and building your company.
Certified Public Accountants & Financial Advisors