How to Find an Accountant for your Small Business

how to find an accountant for small business

Another option is to choose an online accountant and browse online reviews from other customers. Mazuma makes it easy to browse reviews so you can find the right accountant for your business. A robust accounting and bookkeeping system is critical to managing the ongoing financial health of your business and planning for the future. Keeping your cash flow running smoothly and ensuring your employees are paid on time is also essential.

  • Some accountants are willing to do bookkeeping while others focus on broader business tasks.
  • The best payroll services make bookkeeping, accounting and tax payments easier for you and your accountant.
  • When it comes down to it, a business accountant can save your business thousands and make your life as a small business owner that much easier.
  • Regardless of the route you decide to take, it’s important to make sure the CPA you’re considering has the right credentials.
  • We get it—whether you’re a seasoned vet or just starting up, every small business owner wants to cut down on costs.
  • Find out what type of clients they’ve dealt with in the past; the size of the businesses, any industry-specific software they’ve used, and how they’ve helped other businesses grow.

Look for an accountant with at least two years of experience under their belt, if not more. If you received the recommendation from the IRS, your state board of accountancy, or a state CPA society, those credentials are most likely legitimate. Be sure to ask for references and speak with how to find an accountant for small business some of your prospective accountant’s clients before making a decision. Once you have determined what you want from an accountant, you’ll then need to decide whether you want to work virtually or in person. If you’re comfortable with technology, an online accountant may be a good option.

How long have you been a CPA?

Our best expert advice on how to grow your business — from attracting new customers to keeping existing customers happy and having the capital to do it. Even after you decide between a portal or brick and mortar store, you need to narrow down your choices. Make sure you wind up with a firm or individual CPA who has experience in your industry and understands what your specific needs are.

What’s more, account holders can access over 37,000 MoneyPass ATMs with no additional fee. You’ll have some peace of mind knowing https://www.bookstime.com/ BlueVine does not charge overdraft fees. Small business owners can also earn 2.0% interest on balances up to $250,000.

Frequently Asked Questions

Some services may be a straight fee charged by the job, while others may be billed on an hourly basis. In each case, you can ask for an estimate to provide clarity and set expectations. As you can see, a CPA can help you with a lot more than just bookkeeping or filing taxes.

how to find an accountant for small business

Any lender you work with for small business financing will need detailed and organized financial documents. They’ll use this information to decide whether you’re eligible for a loan. So you’ve experienced some rapid growth and all this money is coming into your small business. In some cases, BBB will not rate the business (indicated by an NR, or “No Rating”) for reasons that include insufficient information about a business or ongoing review/update of the business’s file. Get fresh resources and updates in your inbox every month, to help your business succeed.

Finding an Accountant Who Specializes in Small Business Accounting

Do they have experience in dealing with similar businesses to yours? Find out what type of clients they’ve dealt with in the past; the size of the businesses, any industry-specific software they’ve used, and how they’ve helped other businesses grow. A business accountant is important for your company’s longevity, too. They work with the detailed reports and procedures — on a timeline dictated by your business structure — that keep your company secure and legally compliant. An enrolled agent (EA) is a tax preparer who must pass a three-part series of tests called the Special Enrollment Examination that covers individual and business tax laws and representation issues.

how to find an accountant for small business