Finding the right CPA can make a world of difference to your financial and mental wellbeing.
Employing the services of a CPA is a working relationship built on trust. Selection criteria should include not only capability but credibility, business style and even personality type. A lasting partnership can provide you with informed, consistent support for your business as well as your personal finances. But how can you tell whether that well-worn relationship has lost its fit as well as its shine?
Check for these five signs that you may have outgrown your CPA.
5. You find mistakes in your accounting documents and/or on your tax returns and get excuses from your CPA that don’t hold water.
4. You have questions about your taxes, but your phone calls go unanswered and your email inquiries do not get returned in a timely manner if at all.
3. Your business has expanded and now includes multiple locations, some of which are out of state, and your accountant/tax preparer is not capable of handling this complexity.
2. You know deep down that your CPA probably should have retired years ago and is not keeping up with changes in the new tax law.
1. Your tax returns are completed on October 15 no matter when you provide the information!
If you suspect that your CPA’s capabilities haven’t kept pace with the demands and complexities of your own business, it may be time to go in search of a new partnership. If you’re uncertain how best to determine suitability, contact SJG for objective, proactive guidance that will help you ensure the right fit.