With limited resources compared to larger firms and specific financial needs, small business owners often struggle to find a CPA firm that understands their industry and is passionate about providing personal service.
In this post, we’ll outline the features to look for when researching the best accounting firms for small business.
Excellent communication and responsiveness
Unlike large enterprises that have financial experts available in-house, as a small business owner you count on your CPA to be an integral part of your team. The best accounting firms for small business will answer your calls and respond to your emails and inquiries.
Don’t go with a CPA firm so big that they only have time to serve their biggest clients.
Experience advising businesses just like yours
Not every accountant is an advisor. Many CPAs are extremely talented at tax preparation but wouldn’t know where to begin if you asked for help modeling out the next year’s financial projections.
As a small business owner, you want a CPA that has extensive experience helping companies like yours to grow. Don’t settle for compliance, find a strategic accountant who can help your business thrive.
Understanding of small business needs
Small businesses face unique constraints but also enjoy exposure to distinct opportunities. You need a CPA firm boasting a proven track record of navigating small business challenges, with a tried and true framework for moving your business forward.
Personalized service and care
The best accounting firms for small business are right sized. A right-sized firm is large enough to have access to the latest in tools & technology, with a robust team providing a wide range of expertise, yet small enough to know each client by name and keep your goals and needs top of mind.
Reputation and trustworthiness
Research the firm’s reputation through online reviews, testimonials, and professional credentials to ensure they are reliable and ethical.
Proactive tax planning
To minimize your tax burden and maximize your personal net worth, you need an accountant who proactively helps you plan ahead for what’s next.
A great cultural fit
Compatibility with your professional service providers is important. After all, the goal is to build a lasting partnership that will last for years to come. Don’t be afraid to walk away from a CPA firm whose working style and culture do not align with your values. Take the time to find the right fit.
Is Accountability Services the right firm for small business?
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