6 Tips For Finding Accounting Professionals For Your Biz


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Are you looking for an accountant to help manage your business finances? There are many qualified professionals out there who can help you get your books in order. However, finding the right one can be tricky. That’s why we’ve put together these six tips to help you find the perfect accountant for your business.

1. Do Your Research

When you’re looking for an accountant, it’s important to do your research and ask around. Get recommendations from other business owners. Also, check online directories or review sites to find accounting professionals in your area.

Take some time to read through different accountant profiles and find someone with experience with businesses like yours. Make sure to check their credentials and reviews before making your final decision.

After finding a few potential candidates, contact and set up consultations. This will allow you to meet with the accountant and get a feel for their personality and working style.

Consultations are also a great opportunity to ask questions and get more information about their services. Be sure to ask about their fees and what you can expect regarding results.

2. Ask For Referrals

Start by reaching out to your network of business contacts and see if they can recommend anyone. Ask your financial advisor for recommendations. If you know any other businesses in your industry, reach out and see who they use for their accounting needs.

When you’re asking for referrals, be sure to mention what type of business you have and what your specific needs are. This will help the person giving you a referral to narrow down their list of recommendations.

3. Recruitment Agencies Can Also Do You Good

Another option is to reach out to recruitment agencies specializing in placing accounting and finance professionals. These agencies can help you find candidates with the specific skills and experience you’re looking for.

When you’re working with a recruitment agency, be sure to communicate your needs and expectations. This will help them identify candidates who best fit your business. Finance & accounting recruiters can be a valuable resource when it comes to not only hiring experienced and qualified candidates but getting them found and hired quickly.

4. Check Out Online Directories

When unsure where to start your search, try looking online. Many different directories and review sites can help you find accounting professionals in your area.

When you’re browsing through different profiles, be sure to pay attention to their experience and credentials. You should also look at reviews from other clients to get an idea of what it’s like to work with them. Other online resources you can use include industry-specific directories and networking sites.

Social media can also be a helpful tool for finding accounting professionals. LinkedIn is a great platform for searching for accounting professionals. You can use the site’s search function to find people in your area with the specific skills and experience you’re looking for.

Join relevant groups by participating in discussions to get more ideas about who might be a good fit for your business.

5. Get In Touch With Professional Organizations

If you want to find the best of the best, contact professional organizations like the American Institute of Certified Public Accountants (AICPA) or the National Association of Tax Professionals (NATP). These organizations can help connect you with qualified accounting professionals in your area.

Many professional organizations also offer resources and networking opportunities that can be helpful for business owners. For example, the AICPA offers several free tax reform and financial planning webinars. These events can give you valuable insights into the accounting world and help you make more informed decisions for your business.

6. Consider Outsourcing

If you’re not ready to commit to hiring a full-time accountant, consider outsourcing your accounting needs. Many firms offer part-time or virtual accounting services. This offers a great way to get the help you need without breaking the bank.

When you’re considering outsourcing, be sure to ask about the firm’s rates, policies, and procedures. You should also find out how they will communicate with you and what type of support they offer. Outsourcing can be a powerful resource if you are weighing the pros and cons of building a distributed workforce.

Outsourcing offers a great option for small businesses that don’t have the need or budget for a full-time accountant. It can also be a good solution if you’re not ready to commit long-term.

Choosing the right accounting professional for your business is an important decision. Be sure to do your research and take your time to find someone you can trust with the skills and experience you need. With these tips, you get to find the perfect accountant for your business.


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Founded in 1994 by the late Pamela Hulse Andrews, Cascade Business News (CBN) became Central Oregon’s premier business publication. CascadeBusNews.com • CBN@CascadeBusNews.com

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