Hiring a Bookkeeper or CPA? Here’s What You Need to Know

Faces of Finance

12-03-2020 • 17 minutos

Shawnna and Katie discuss the advantages and disadvantages that can come with having your bookkeeper and CPA in the same firm or hiring them separately, plus the questions you should be asking your bookkeeper and CPA during the hiring process.

In this episode:

  • The advantages and disadvantages of hiring a bookkeeper and CPA in the same firm
  • The advantages and disadvantages of hiring a bookkeeper and CPA in separate firms
  • Pertinent questions to ask when hiring a bookkeeper and CPA
  • Find out what your bookkeeper and your CPA wished you would tell them
  • The importance of communication with your bookkeeper and CPA

Questions to Ask Your Bookkeeper:

  1. You should ask them to provide references from clients and CPA’s they work with and then make sure that you reach out to them.
  2. You should ask about their fees if they charge by the hour. Can they give you an estimate?
  3. Will they be making a commitment to a length of service?
  4. Do they have experience during bookkeeping for this specific industry you are in?
  5. Are you a solo bookkeeping firm or do you have other employees who will handle my data?
  6. How will we communicate? Email, phone call, text?
  7. How often should I expect to hear from you? Will it be on a weekly basis, monthly or quarterly?
  8. Will you provide strategies to me based on what you see in my books?
  9. What are your expectations of my communication and timing to provide requested information?
  10. Is the software that I'm using okay with best practices and what are your technical skills?
  11. Will your firm be providing the work directly or outsourcing?

Questions to ask a your CPA:

  1. What services do you offer and what are the fees you want to learn about their firm?
  2. How often do you meet with your clients?
  3. Is your tax style aggressive or more conservative?
  4. Will you be preparing the return or overseeing the work of your team?
  5. Can you help me with tax resolution matters?
  6. What software do you support?
  7. Will you be working directly with my bookkeeper?
  8. What can you advise me on besides my taxes? (loans, business structure, manage cash flow more effectively)
  9. Can you represent me in all the states my company does business?
  10. What else do I need to know but didn't ask?

Visit our website at www.edgysolutions.com

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