The Small Business Owner’s Guide to Finding a Qualified CPA

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As you search for the right CPA firm consider the following questions.  After all as a Small Business Owner, switching CPAs can be a daunting and time consuming task and you want to ensure that the firm you choose has the right balance of services for your needs.

  • Ask for Referrals
    • Ask other small business owners, people in your network or your current accounting software company for recommendations.
  • Use Public Records
    • There are a handful of site you can use to look up CPAs, such as CPAVerify.org or the IRS Directory.
  • Search Your State Board
    • Once you have a CPA Firm in mind, check for complaints or disciplinary action with your state board of accountancy.
  • Look at IRS Records
    • Check the IRS for any reported issues
  • Check with the Better Business Bureau
    • Find business details and ratings through the BBB
  • Interview at least 2 – 3 CPAs before making a decision

Questions to ask potential CPA firms

  • What services to you provide small business owners?
  • What are your fees?
  • How does your firm bill and what billing options are available?
  • Are you familiar with my type of business?
  • How do you prefer to communicate?
  • How often do we meet?
  • Can you refer me to a trusted tax attorney if I need legal tax representation (such as in the event of an audit)?
  • Are you licensed in my state or familiar with state-specific tax laws that may affect me?

The information contained on our website and in blogs is provided for information purposes only and does not constitute legal advice.