Accountants are important to your business as they manage all its financial tasks. They make accounting policies, sort taxes, conduct financial reporting, and maintain accurate records. Besides this, a CPA in San Mateo, CA, also performs other tasks that a business owner finds challenging to do with complete accuracy. Therefore, you need them for your business. You must ask specific questions when you hire a new accountant. This article highlights the top five must-ask questions from a new accountant. Here we go!
Top Questions To Ask An Accountant
1. What kind of license do you have?
Accountants complete their degree-level study and undergo a strict training period to learn about bookkeeping, accounting, and financial planning. However, it’s not true for everyone! You must look for an accountant with additional certificates because of greater expertise.
2. Do you have any experience as a CPA? If yes, for how long have you been practicing?
Hiring an accountant for your business is great; thus, you cannot take it lightly. Ask your accountant if they have relevant experience or not. Since handling finances is complicated, you need an expert to complete the job efficiently. Thus, you must hire someone with years of experience to ensure you get the best services. During your initial consultation, ask this question from your accountant to avoid making a mistake.
3. How will you add the required value to my business?
During your initial meeting with the accountant, ask if they can add value to your business. Ask them about different services that they can offer you. Understand some insightful ways to protect your business to get the best results.
4. What is your service fee?
Fee is an important factor that may make or break the deal. During the initial consultation, you may ask about the service fee. Generally, accountants charge on a per-month or per-day basis. If the work involves several complexities, the fee may be high.
5. What is your preferred way of communicating with your clients?
Communication plays a vital role in building relationships. You must know about your accountant’s preferred way of communication so every time you want to connect, they are readily available. If they need appointments in advance, you must ask that as well.
Wrapping Up
Choosing a new accountant for your business is a critical task. By asking these top 10 questions, the process becomes easier. These will help you make an informed decision hassle-free.
