When searching for the right accounting firm, it is important to know the right questions to ask. Getting to know your CPA and building a foundation of trust from the beginning of the relationship is crucial for building a lasting relationship with the firm that your business decides to work with. If you have recently started a business or this is the first time that you are working with a CPA, you may be unsure of what to expect when meeting with your CPA for the first time. With more than 30 years of experience as a CPA, Don Thomas CPAs is happy to share some of the best questions to ask your CPA when meeting for a consultation. Keep reading to learn the top three questions to ask when evaluating accounting firms Orlando business owners can use.
Top Three Questions to Ask Accounting Firms Orlando Business Owners Can Use
1. Do You Have Experience Working With Similar Types of Businesses?
It is important to choose a CPA that has had experience working with your type of business for a variety of different reasons. Not every business should be handled the same in terms of taxes or bookkeeping, so hiring a CPA that has worked with similar businesses successfully is always a good thing to consider. For example, if you own a restaurant, look for a CPA that has also helped other small businesses that are also restaurants. This is not to say that you can’t consider a CPA that has not worked with your type of business, but past interactions with similar businesses are usually a good sign that they might be a fit for your business as well.
2. How Do You Prefer to Communicate?
We live in a world full of different communication methods including email, video conferencing, in-person consultations, and phone calls. It is a good idea to ask this question to communicate effectively with your CPA. Every CPA is different, but if you know the method that they prefer to communicate, it will make giving and receiving information easier. If you have an immediate need, however, feel free to reach out in the way that is fastest.
3. What Does Your Philosophy Surrounding Taxes Look Like?
One of the best questions to see if you are compatible with a CPA is by asking this question. By asking this question you can determine if your CPA is cautious, assertive, or aggressive about things like deductions for instance. Make sure that your style and business goals align with the method that your CPA uses otherwise it might be best to keep looking for someone that aligns better.
We hope that you have found these accounting questions and answers useful. When searching for the right accounting firm for your business, consider Don Thomas CPAs for your accounting needs.
Check out this 5-star review from our happy client, CarrieJune.
“I have used Don Thomas for all my business accounting needs over the past year and I could not be more satisfied with him and his team. They are always available to answer any questions and able to assist right away – extremely important for a small business owner. You are treated as family here, not as a number with long wait times, etc.”