Finding a Good Accountant
How can a small business owner find a good accountant? Experts suggest looking for the following qualifications:
- PROPER EXPERIENCE: Choose accountants who specialize in small business issues and have experience representing other companies in your industry. There are certain industries where someone who does not have specific experience in that industry probably would not be the best choice. Experience in the industry gives somebody a leg up in terms of knowing the nuances of what goes on in the business.
- COMFORT FACTOR: You need to make sure that you feel personally comfortable with the accountant, because you're going to have a relationship. A personal relationship is important. Your ideal accountant should be: someone who is going to answer your questions, someone who listens to you and your needs, and someone who is reliable.
- FIRM SIZE THAT'S RIGHT FOR THE BUSINESS: A sole proprietor probably should not engage the largest accounting firm in the state to handle tax work. Choose a firm that fits the size of your firm. If you are in business by yourself, you do not need a large firm.
- CPA vs. NON-CPA: Business owners are frequently confused as to the meaning of the certified public accountant (CPA) designation. A CPA has a minimum level of education and experience and has taken tests to prove competency. While certain situation demand a CPA's involvement --such as an audit or loan application--other tasks such as booking, preparation of tax returns, or write-up work can be handled efficiently by a general accountant. But that is not to say that someone who does not have a CPA designation could not be a good financial advisor.
- NETWORKING: Accountants are a great source of referrals. An accountant may have once client who is seeking financing and another who is looking for a good investment; the accountant can put the two together. Accountants can also refer other professionals, such as attorneys, insurance brokers or bankers, to small business clients. They may even refer customers.
Complete Accounting & Bookkeeping
Our service is customized to meet each client’s specific needs. We offer in-house or off-site maintenance of company books and utilize state-of-the-art computer technology. We are extremely flexible and work with our clients to find an option that works best for their business.
Peachtree® and QuickBooks® Set-up and Support
We utilize our expertise in accounting along with our skills and knowledge of computers and software programs to ensure that our client's books are set up and maintained accurately. Once your books are set up we offer support whether it is in the form of a quick phone call for small issues to training sessions for more in-depth understanding.
Business & Individual Tax Preparation
Our staff is experienced in the preparation of corporate, small business, non-profit, multi-state, and individual income taxes. We stay current with new tax laws through continued education and are aggressive in our approach to providing our clients with the best return possible. We work with our clients taking the time to ask questions, gather all necessary information, and assist in tax planning strategies.
Other Services
- Business Financial Analysis
- Account Reconciliations
- Budgeting & Business Planning
- New Business Set Up & Consultations
- Accounting System Conversions
- Invoicing & Customer Statements
- Accounts Payable
- Job Costing
- Notary
- Preparation & Filing of Sales & Use Tax
- Remote Desktop