When looking for CPA firm you need to consider their practice areas or the industries that they are serving. The most important thing is to make sure that the potential CPA firm serves the industry you are dealing in. The purpose of this step is to identify if the potential firm will meet your needs and if not you should continue with the search. You should look out to things such as law firm, food service, real estate, wholesale and retail, manufacturing, construction, services industries, real estate, healthcare business and more. But it will be better to choose a CPA firm that serves many industries as this will boost your chances of getting the services that you need.
The next step is checking the services they are offering. Make sure that before you commit to a given CPA firm, you go through the list of services they are offering. This way you will know if you will be able to work with them or not. In this case, you should look at tax and accounting services such as tax return preparation, tax planning, accounting, bookkeeping, business consulting, QuickBooks advising, strategic business planning, new business formation, IRS representation, and more. You should also look out to wealth management services such as investment management, cash flow, and debt management, family risk management, education planning, estate planning, business planning, special situations planning, integrated financial services, life insurance, portfolio management and more.
Apart from that, you should also check their testimonies. Make sure that you go through their portfolio so that you can read some of the comments that were left by their past clients. This is essential as it will help the CPA firm to learn what the past clients think of the services that were delivered by the potential CPA firm. Here you are required to choose a CPA firm that has many compliments than complaints. This shows that their past clients are happy and confident with the services they offered.
Besides, you should go through their portfolio. This is essential as it will help you in seeing some of the jobs and industries that they served in the past. This will also help you in assuring you that they will be in a position to handle your job because of the experience that they have. You should also check some of the awards that they have won as the best CPA firm for the time they have been working. Besides, you can as well call some of their past clients so that you can get outside information about their competence.
Also, you should also consider their business. It is important to know the right time you will be able to get CPA services by checking the opening and closing time of the potential CPA firm. But it is best to work with a CPA firm that provides their services 24/7 including weekends and holidays. This is convenient as it will assure you of getting their services anytime even if it is in the middle of the night.