Selecting the right certified professional accountant can have a lasting impact on your business's financial health. A skilled CPA helps with tax planning, bookkeeping, and financial strategy, ensuring compliance and maximizing savings. But how do you find the right fit? Here are the top four questions to ask when choosing a CPA.
Top 4 Questions to Ask When Choosing a CPA
1. Are You a Licensed CPA?
Not all accountants hold a licensed certified public accountant designation. Ensure your CPA has the proper credentials, including relevant CPA certifications and state licensure. Swank CPA is licensed in Washington, Oregon, and Illinois, bringing expertise and compliance assurance to businesses nationwide.
2. What Experience Do You Have in My Industry?
Every industry has unique financial and tax considerations. A CPA with relevant industry experience can provide better insights and strategies. Ask potential CPAs about their experience working with businesses like yours. We offer outsourced accounting solutions tailored to companies of all sizes, ensuring expertise across multiple sectors.
3. How Will You Help My Business Grow?
A great CPA-certified accountant does more than crunch numbers—they offer strategic financial guidance. Ask how they’ll help optimize cash flow, minimize tax liabilities, and improve financial decision-making. Swank CPA acts as a virtual CFO, providing expert financial analysis and consulting to help businesses scale with confidence.
4. What Technology and Tools Do You Use?
Modern accounting relies on advanced software and cloud-based tools for efficiency and accuracy. A CPA-certified public accountant should leverage technology to streamline bookkeeping, payroll, and reporting. Swank CPA ensures businesses benefit from cutting-edge accounting solutions for seamless financial management.
Find the Right CPA for Your Needs
Choosing a certified accountant public isn’t just about qualifications—it’s about finding a trusted partner to support your business goals. If you’re looking for expert accounting and financial guidance, Swank CPA is here to help.