How to Find an Accountant for Your Business

Your financial metrics are the heartbeat of your business, and having a knowledgeable accountant is crucial for keeping your startup or small business financially healthy. Whether you’re in Boulder, Kansas City, or beyond, here’s what you need to know about finding the right accountant for your business.

(Related Guides:  How to find a lawyer   |   How to find an insurance broker/agent)

Tips for Finding the Right Accountant for Your Business

Choosing an accountant who understands your needs and how you work is essential for building a successful partnership. Here are some important considerations to keep in mind:

Get a Good Referral

One of the best ways to find a great accountant is through a referral. Ask other professional advisors, like your attorney, for recommendations or reach out to fellow entrepreneurs in your industry. The experiences of others can help you identify an accountant who is reliable and experienced in your type of business.

Understand Their Services

Accountants offer a wide range of services, from basic bookkeeping to complex tasks like tax planning, forecasting, and auditing. It’s important to understand what services you need, both now and as your business grows.

At a minimum, consider consulting with an accountant when you start your business to ensure your books are set up correctly. You might handle day-to-day bookkeeping yourself, but as your business scales, it may be worthwhile to have an accountant manage it for you.

Additionally, your accountant should be prepared to assist with issues such as employee payroll, tax payments, and sales tax obligations. They should also help with preparing tax returns and, if necessary, conducting internal audits. Understanding what services you need will help you find an accountant that matches those requirements.

Find Someone Who Works Like You Do

A good working relationship with your accountant is key. Make sure that their work style aligns with yours. If you prefer working in the cloud, find an accountant comfortable with digital platforms. If you use a specific accounting software, like QuickBooks, ensure your accountant is experienced in using that software too.

This may seem like a minor detail, but having different approaches to technology or communication can cause frustration. Ask the right questions upfront to ensure you’re on the same page.

Consider Their Fees and Pricing Structure

Price shouldn’t be the sole factor in your decision, but it is an important consideration. The key is to understand how your accountant charges for their services. Some accountants may offer a reasonably priced initial setup to help establish your books, while ongoing services may be billed hourly or as a fixed fee for routine tasks.

Always ask about fees and get clarity on pricing structures before committing to an accountant. This will help avoid surprises and ensure the relationship stays positive as your business grows.

Building a Successful Partnership with Your Accountant

Finding the right accountant isn’t just about crunching numbers—it’s about finding a partner who can help guide your business to financial health and growth. Take your time, ask questions, and make sure the accountant you choose fits well with your needs and your work style.

(This article is general in nature and is not legal advice.)