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How to Choose the Best CPA Accounting Firm for Your Business or Nonprofit

6/27/2022

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Outsourcing your business’ accounting department to a third-party can be helpful for those who want to focus on growing their business without having their time taken away by bookkeeping and accounting. Choosing a CPA accounting firm to delegate these tasks can free up more time for businesses to dedicate to managing. It’s important to know what to look for when choosing a CPA firm to take over this aspect of your business. Here are key things to look at:

Secure, Advanced Technology
Look for a CPA firm that invests in up-to-date technology. You want to ensure that the firm handling your finances and business information is using software that has convenient features and works well with your needs and is a secure way to conduct business. Newer technology even has options for integration between accounting and point-of-sale. Know what your needs are and make sure to ask the firm the right questions about their technology.

Testimonials 
Whether they are a small business accountant or a large firm, good service will lead to good reviews. Look up your CPA choices before making a decision and find insight through the experiences of past clientele. You can also check with local businesses in your area to see what accounting firms they utilize and what their opinions are. 

Business Specialties
Always ask about the services the CPA firm offers. Every accounting business differs when it comes to what they can specialize in so understand the needs of your business before making a decision. Ask yourself if you’re looking for basic bookkeeping, need attention put towards monthly audits of financial statements or looking for more financial advice. Different accounting firms will be suited for different needs. 

Availability
Double check the schedule and availability of the firm you’re looking into. Some people only need to meet with their firm a few times a year for tax purposes. If you want to be able to reach your accountant at any time for questions, you will need to find a firm that is able to cater to that. 

Experience
At the end of the day you want to work with people that know what they’re doing and have the years of experience to back up their work. The best firms will have owners and staff with years of experience in varied industries. Make sure the firm has worked with your industry. 
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  • For Businesses
    • Philanthropy Management
    • Corporate Social Investment
    • C-Suite Philanthropy
    • Social Impact Measurement
    • Cause Marketing
    • Public Relations
  • For Nonprofits
    • Fundraising Help
    • Marketing Communications
    • 501c3 Formation
    • How to Start a Nonprofit
  • Insights
    • Blog
    • Digital Tools for Business
    • Case Studies
    • Resources
    • Researching Nonprofits
  • About
    • Our Approach
    • Our Team
    • LinkedIn
    • Contact