How To Find An Accountant That’s Right For You

by Guest Contributor

Finding a trustworthy accountant can be a difficult decision. Plus, finding an accountant that matches your needs and has experience with your type of business can also be difficult.

But, if you’re generating solid income from your business, and no longer have time for the bookkeeping, hiring an accountant can be a worthwhile investment so that you can focus on areas of your business that make you money.

Here are some tips to help you find your first accountant.

How To Find An Accountant That’s Right

Understand Your Needs

The first thing you need to do is understand your accounting needs. There are a wide variety of accountants, and some specialize in just entering your business into Quickbooks, while others will help you with your taxes as well. Other, even, will provide advice on how to structure your business to save money on taxes or other expenses. Consider what you are looking for and what you business needs, and look for an accountant that can help you in that area.

Ultimate Checklist for Your Finances

Take back control of your finances!

Get a FREE checklist for the money moves to make in the New Year.

Also get new articles, advice, and tips delivered right in your email inbox with our newsletter!

Get A Referral

Finding someone you trust and that has experience with your business type can be difficult. You should get a referral if possible.

Ask you banker, your tax professional, or even other businesses in your local Better Business Bureau or any organizations you’re a part of. By getting a referral, you know that at least someone else uses the accountant and likes them enough to recommend them.

Research Your First Accountant

Finally, you need to make sure that you do your own research and vet them appropriately. Search for them online, check with the Better Business Bureau, and ask around at your local Chamber of Commerce. Make sure that you don’t find anything negative about them. Finding no information is not necessarily a bad thing.

You should also set up a sit down meeting in person to discuss your needs and expectations, and see what they would need from you. You want to be sure that you feel comfortable with them since they will be handling your business accounts.

myFICO Score Watch Trial

About Guest Contributor

This article was written by a guest author. For more information about this author, please see the bio information listed in the article. If you would like to write an article for Money Q&A, please visit our Guest Posting Guidelines page.

Guest Contributor has written 260 articles on Money Q&A. Learn more about Money Q&A on Twitter @MoneyQandA and @HankColeman.

Subscribe To Money Q&A

If you want to learn more about taking back control of your money please subscribe to Money Q&A’s RSS feed or via email to receive all the latest articles! You can also subscribe to our Free Weekly Newsletter.

{ 3 comments… read them below or add one }


I have been with e the same CPA for nearly 27 years. Your points are good, but I would emphasize that you need to be comfortable with him or her or you should find another one.


KC @ genxfinance

I agree with krantcents. It is quite important that you are comfortable working with your accountant. You should be able to communicate well with him/her.


Gary Weigh & Associates Pty Ltd

Accountant these days offer more than just basic accounting services. Choose an accountant who can give more value to your business Not all highly referred accountants are the right fit to your business so business owners should really do their homework when hiring one.


Leave a Comment

Previous post:

Next post: