There may come a time when you need a new CPA firm. How do you know if you’re choosing the right one? What questions should you ask? What do you consider?
Calm down! We have some suggestions that may not seem nearly as complicated as you think.
First of all, do some research and narrow down some well-respected firms in your area. Reach out and schedule an appointment. With something as important as your finances, you’ll want to meet with this provider in person to see if they are a good fit.
Trust your instincts
During your introduction, get a feel for the company and professional’s personality. While your finances are a very serious topic, you may want to get an understanding of the level of seriousness each of you has about the topic.
Set Communication Expectations
Ask about the best form of communication. For example, if you prefer to email and the person you are meeting with works best over the phone, you will want to know that out of the gate. It doesn’t mean that it’s a deal breaker. Instead, you’ll just want to establish realistic expectations about communications. This will prevent frustrations later on down the road.
Discuss Service Fees
You’re hiring a professional and their service is one you’ll be paying them for. Discuss their fee structure so that you are never surprised by a bill. This is key to all professional relationships, but important enough to mention here as well.
Don’t be afraid to ask detailed questions. Choosing a new CPA firm is a big decision and you deserve to know what kind of experience your associate and the company have. You may also give them some sample situations to see how they might handle the situation.
Interested in a consultation with Purk and Associates? We would love to talk to you about your particular business needs. Schedule an appointment today by calling 314.884.4000.
Rachel Smith, CPA Do you know those packages that you get from your company’s retirement plan service provider? The ones […]