Making the choice to work with a professional accountant to handle your business’s financial matters is a good step. No longer will you be burdened with uncertainty over financial choices or forced to spend time doing bookkeeping tasks that don’t inspire you.
However, meeting with your accountants in Jamestown, ND only once and failing to rely on them for guidance after that is a mistake all too many business owners make. Your accountant is there to assist you, so you want to make sure you’re asking about everything you can to ensure the best results with your business and your books.
Here are some questions you should make sure to ask your accountant.
What other services do you offer?
You may only request the assistance of an accountant for tax preparation or financial planning at first, but your accountant more than likely offers other services that can make running your business a lot easier, such as bookkeeping and payroll.
Ask your CPA what kind of services they offer and take advantage of them if necessary. Not only will this relieve you of accounting duties in your business, but you can also potentially consolidate your financial services under one roof.
How can I reach you, and when?
This may seem like an obvious thing you and your accountant will talk about during the initial meeting, but many people forget to ask and wind up confused about how their accountant prefers to be contacted and how often the two parties should expect to connect with one another.
Also make sure you ask if your accountant prefers phone calls, emails or even text messages for questions or concerns. Additionally, set up a meeting schedule, even if it’s only twice a year, so you can stay prepared for upcoming financial discussions.
How can you help my business grow?
Accountants in Jamestown, ND aren’t only there to help you file your taxes or make sure your books are balanced. They can also offer important financial advice based on your unique business needs and goals to help you take your company to the next level.
Ask your accountant what they can do to help your business grow, and discuss where you envision your business heading in the next few years. Together, you’ll be able to formulate a plan with strategies for growth and financial success.
What kind of information do you need from me?
Many business owners aren’t sure of the breadth of information their accountants require to get a full-picture look at their business’s financial standing. Ask your accountant what kind of information they need from you in order to do the best job possible.
Not only will this help your accountant accomplish financial tasks more quickly and easily, but it can also help you better organize your financial records and stay on top of important financial changes, strengthening your business’s financial stability.
Ask yourself: Is this the best accountant for me?
It’s also important to ask yourself a question: is your accountant in Jamestown, ND meeting all your needs? If they aren’t, contact Craig S. Hanson, CPA. Our full-service accounting firm is designed to meet the unique needs of businesses large and small.
We offer a breadth of tax and accounting services, including QuickBooks, payroll, CFO services and bookkeeping to help keep your business on track. Call us today to schedule a free consultation.