In my last post, I wrote about the need for business owners (and individuals) to contemplate changing CPAs, especially if the relationship with their current CPA just doesn’t seem to be working any longer.
In this post, I’m going to piggyback on that topic area and give you a few characteristics to consider when it comes to hiring your next accountant. After all, if you’re going to take the step to change CPAs, you’d best do it pragmatically!
1. Honesty
You deserve a CPA who will be perfectly straightforward with you in terms of what he/she can do and what he/she thinks of your plans. If you can’t be honest with one another, your partnership will be lacking.
2. Knowledge/Expertise
CPAs should stay up-to-date in their areas of practice. If your CPA doesn’t believe in continuing education… run!
3. Availability
You shouldn’t have to feel like you need Sherlock Holmes to help you track down your CPA. If an accountant wants your business, he/she should be available to you.
4. Reputation
Your CPA should have a spotless reputation. Ask for testimonials and referrals, then contact those people. It’s the best way to investigate an accountant because you’ll get the answers you need.
5. Team Mentality
Your CPA should act as though he/she is part of your team… because he/she IS! If you run into a CPA with an “it’s all about what I want” mindset, move on to the next accountant and don’t look back!
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