Hot Tips for Choosing the Right Accountant | An Insider from CPAs

Finding the right accountant can be a game-changer for your business.

But with so many options out there, how do you separate the wheat from the chaff? Whether you’re a scrappy startup or a seasoned pro, these seven insider tips will help you snag an accountant who’s not just good with a calculator, but a real asset to your company’s growth.

1. Look for a Pro Who Knows Your World

First things first – you want someone who gets your industry. An accountant who’s been around the block in your field is worth their weight in gold.

• Ask about their experience with businesses like yours
• See if they’ve got any nifty tax tricks up their sleeve for your industry
• Find out if they’ve helped similar companies grow

Here’s the kicker: An accountant who really knows your industry can spot money-saving opportunities you might never have thought of.

2. Make Sure They’re Tech-Savvy

In this day and age, you can’t afford to have an accountant who’s stuck in the stone age.

• Check if they’re up to speed with the latest accounting software
• See how they handle cloud-based tools
• Make sure they can play nice with the tech you’re already using

Pro tip: Ask them how they use tech to give their clients an edge. If they start umming and ahhing, that’s a red flag.

3. Find Someone Who Speaks Your Language

There’s nothing worse than an accountant who sounds like they’ve swallowed a finance textbook.

• See if they can break down complex stuff without the jargon
• Check how quick they are to get back to you
• Look for someone who’ll give you a heads-up about financial stuff before it becomes a problem

Quick test: If you’re scratching your head after a quick chat, they might not be the right fit.

4. Look for a Strategic Thinker

You need more than just a number cruncher – you want a financial wingman.

• See if they offer proactive advice on taxes and financial planning
• Check if they can predict financial trends in your industry
• Look for someone who can turn boring financial data into actionable advice

Try this: Throw a financial curveball at them and see how they’d handle it. Their answer will tell you a lot.

5. Tap into Their Network

A well-connected accountant can be a goldmine of opportunities.

• Ask about their professional contacts (like lawyers or financial advisors)
• See what extra resources they bring to the table
• Check if they’re active in any professional groups

Bonus: A great accountant’s contact list can be just as valuable as their know-how.

6. Make Sure They Fit Your Vibe

Your accountant should feel like part of the team, not some stuffy outsider.

• See if their work style matches yours
• Make sure they share your company’s values
• Check if they communicate in a way that jives with your team

Quick trick: Invite them to meet your team and see how they gel.

7. Get Crystal Clear on Costs

Nobody likes surprises when it comes to bills.

• Get the lowdown on how they charge
• Find out exactly what’s included in their basic package
• Ask about any potential extra costs

Remember: Cheap isn’t always best. A great accountant should more than pay for themselves.

BONUS FOR YOU 🏅

As top-tier accountants ourselves, we’ve built HeyApril to be the accounting partner we always wished we had. Here’s how we supercharge your finances:

1. We set ambitious, achievable financial goals tailored to your business
2. Our regular check-ins keep your finances on track and ahead of the curve
3. We’re committed to boosting your financial literacy, empowering you to make smarter decisions
4. Our cutting-edge tools give you real-time insights into your financial health
5. We’re always thinking long-term, from growth strategies to exit planning

By choosing HeyApril, you’re not just getting an accountant – you’re partnering with a team of financial experts who are invested in your success. We’ve been in your shoes, and we’ve designed our services to be exactly what we would have wanted.

Remember, the right accounting solution can transform your business. With HeyApril, you’re getting more than just number crunchers – you’re getting a team of financial strategists who know exactly what it takes to succeed in today’s business world.

www.HeyApril.com