7 Tips for Finding a Good CPA

By Nina Kaufman, Esq.

Mani Malarvannan gives some helpful tips in finding a good CPA in his aptly-titled article, “7 Tips for Finding a Good CPA,” in the Small Business Informer. He also points out the importance of preparing for the interviews with these CPAs by having a list of questions you might want to ask. He alludes to a few of them in his article, which I think are very insightful, for example, “what kinds of strategies or tips have you given to your clients to help them save money?”

Personally, I think the suggestion that you show the CPA your company’s past accounting statements and ask to comment and provide advice for the same is probably not something that a CPA would prefer to do off the cuff in an initial interview, and/or without getting paid. Usually, the purpose of an initial interview is to determine if you and the CPA feel comfortable with the skill sets, chemistry, and fee structure. Going into an analysis of prior financial statements takes more time and depth.

For more questions to ask during an initial interview, listen to my free podcast on Choosing and Using Attorneys at my Wise Counsel Press site. Many of the questions are perfectly suited for screening other professionals (like CPAs) whom you’ll want to have on your or your business team!

Have questions about working with Kaufman Business Law? This is the video to watch.