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How do you evaluate a potential accountant?

Jennifer Escalona Dunn
posted this on Feb 13 11:04 am

I'm thinking of making the switch, but don't have a ton of time for research. Aside from referrals, how should I evaluate a potential accountant?

 

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International Business Center IBC

You can check out an accountant quickly at Teaspiller.com where you can see the prospects bio and read references from actual clients.(Example: http://www.teaspiller.com/accountant/john-griffing/)  If you're a solopreneur then check to see if they are Outright certified like we are.

February 16, 2012 07:51 am
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John Sheeley Inc

 

The best way to find (and ‘vet’) a new accountant is through referrals.

 

You should ask friends and colleagues, whose judgment you trust, for a referral.   Typically ‘birds of a feather flock together’, and your colleagues will have accountants who understand your industry, your employment status, your immigration status (if on a visa), and the taxes and other factors unique to your area of the country.

 

Once you have a few referrals, you need to meet with, talk to, Face Time, or Skype with a few accountants.  Interview them! Ask the tough questions. This professional will be part of the team of professionals you rely on to continue to build your success.   In addition to the accountant’s knowledge level, and experience with your specific needs, that you feel comfortable with them.  This is someone you need to be able to talk to, and sometimes confide in.

 

Don’t be afraid to ask questions during the interview, such as: How much do you charge?  How do you charge?  When will I need to make payment to you?  What happens if I have an audit?  (Some accountants charge extra for audit representation).  Are you a CPA, EA or attorney?  (If not, they cannot represent you before the Internal Revenue Service).  Where are you after April 15? How long have you been in business?  Do you have experience in my industry?

 

Current technology and tools allow you to collaborate with professionals from outside your local area – think outside the box, get referrals, and interview the professionals.

 

Your choice needs to be an accountant who you feel comfortable with, works the way you work, and understands your needs.

 

[My best clients came from – referrals!]

February 17, 2012 07:55 am