3 Qualities You Want in Your CPA


Bookkeeping is a serious business. This staff member is responsible for your financial reports and tax payments. Therefore, in hiring someone, you want to find not only an accountant who understands tax code but also one who will be easy to work with. In your search, keep in mind these three qualities.

Knowledgeable

Spend time interviewing potential candidates, asking about their experience and certifications. In addition, ask about former clients and how they handle particular situations. For example, create a fictional scenario. How would it get handled? Make sure the person demonstrates awareness and good character.

Tech-Savvy

As a member of the UCPAA, the accountant should not only understand the tax laws but should be well aware of up-to-date software and tech services available to make the process smoother. Ask your CPA about which programs he or she will use, including why they work best. It's no longer a life of books and paper. The computer can service your taxes well.

Friendly

Don't trust your books with someone who isn't willing to speak with you. Instead, seek out someone who wants to converse, politely, about paperwork. You should feel comfortable picking up the phone and inquiring about information.
On your hunt for someone to work with your books, think beyond numbers. Select a person who will stand by your side.

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