CPAs and accountants are more than just tax preparers. These professionals can provide guidance and assistance to your business in a number of ways. However, before you partner with a new accountant, it’s important to step back to evaluate your business needs.
First of all, are you happy with the work your current CPA/accountant is doing for your business? If so, do you really have a reason to change? Or, perhaps are there adjustments that could be made to the existing relationship to make it suit your needs better? If you are unhappy, be sure you can identify the points you seek differently in a new CPA/accountant relationship and articulate those up front.
Second, how often do you want to meet with your accountant – weekly, monthly or quarterly – and what do you want to accomplish at each of those sessions? Set a schedule with topics when you begin work so expectations are clear among all parties.
Third, what accounting needs does your business have on a regular basis? Do you need help with payroll, month-end, financial statements, bank reconciliations and/or invoicing? Be sure to select a CPA/accountant with solid experience in the areas you need and with potential to service your needs in a timely fashion.
If you’re looking to make a change with your business accounting or just want to discuss how our services could benefit your business, contact us to schedule a meeting. We have extensive experience with a variety of small business structures and focuses. We would welcome the opportunity to learn about your business and demonstrate how we can add value. You can reach us (913) 888-9100.
