How To Select An

AccountantSmall Business Guide

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Reason’s that a small business fails often relates back to financial issues like:

cash flow issues lack of financial expertise high costs or overspending pricing or volume problems even expanding too fast

Finding a knowledgeable accountant you can trust is essential!

Read more to find out how to choose….

Find an Accountant with Small Business Experience

There is a world of difference in accounting for large and small businesses.

Experience, Education & Credentials

You may wish to find an accountant that specializes in your industry

The gold standard is CPA (there are some services only a licensed CPA can provide)

Other credentials include EA (Enrolled Agent), CMA, CGMA

A great accountant will also keep learning new tax regulations, technology and more!

Scope of Services

Most accountants run a full service accounting firm but there are variations.

Make sure the accountant is able to do everything you need.

Examples – payroll, bookkeeping, sales tax compliance, cash flow, accounting systems, financial reports for external use and more.

Software & Technology Experience

They should have experience with the brand & version of the software program (ex: Quickbooks®) you are using

Accountants must also be fluent in daily software like Excel® (most important!), Windows®, email, file handling, remote connectivity etc.

Ask For The Complete Guide To Selecting An Accountant!

Read the complete list on how to select an accountant

Read the full explanation of each tip Receive a 12 question summary to interview

accountants

PLUS Learn how you can also claim your FREE copy of ‘10 Most Expensive Tax Mistakes that Cost You Thousands’ book.

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