Luckily, you have me to help you find your person 😊 Keep reading to learn the major questions (and minor questions) you need to be asking to find the right accountant for your goals.
What’s their experience?
This seems obvious, but you should know your accountant’s educational and professional background. During the consult, don’t be afraid to ask them about prior work experiences. Ask them about their proudest accomplishments.Before and after the consult, look at their Linkedin profiles. Approach this search like an interview because that’s exactly what it is – you’re hiring someone to join your team.
How do they talk about their services?
Do they sound like they are passionate about what they do? Now, I know numbers might not be the most exhilarating topic to most but does the person look genuinely interested in helping you? Are they attentive and responsive to your questions thoroughly and clearly?
💡 Tip: Insist that the initial consult is a video call. On the call, pay attention to body language, facial expressions and other cues. Trust your gut and only work with someone you feel will put their all into helping you.
What do their recommendations look like?
Do they have a Yelp page? A website? A social media account? Are they proudly sharing reviews and recommendations? What are the reviews actually saying? This is essential – don’t skip over minor details. If you see something reoccuring in reviews that’s less than favorable, it probably means it’s true.
💡 Tip: Steer clear of ‘too-good-to-be-true’ comments and impossible promises. You can never go wrong as long as you keep your expectations reasonable. For example: someone who tells you “I can turn a year’s worth of receipts and expenses to a final Profit & Loss statement in 24 hours.” Phhssssh. Stay clear!
Who are they connected to?
Find out if they are a part of any professional organizations. What kind of business events do they attend/create? Do they hold any leadership positions outside of work? Are they involved in their communities? Do they network with other accountants or financial experts in the area?
💡 Tip: It’s okay to look up more information about an accountant you’re vetting – don’t be afraid to google and cruise social media accounts to get a sense of who they are.
At The End of The Day
There is no right or wrong answer for any of these questions. You may have a stellar consult with an accountant who turns out to be a hot mess. Even so, knowing what to look for and questions to ask when selecting an accountant will go a long way in helping you find the accountant of your dreams. Figure out what your deal breakers and must-haves are, have a clear head and I guarantee you’ll find the right person for the job.
Are you looking for an accountant? How’s your search going? Hit ‘REPLY’ and let me know of any roadblocks you’re having.
To more money in our pockets,