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.

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Tips for Finding the Right Accountant

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. Learning from 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 range of services, from basic bookkeeping to tax planning, forecasting, and auditing. Consider what services you need both now and as your business grows.

At a minimum, consulting an accountant when starting your business ensures your books are set up correctly. You might handle daily bookkeeping yourself, but as your business scales, it may be worthwhile to have an accountant manage it for you.

Additionally, accountants can assist with payroll, tax payments, sales tax obligations, tax returns, and internal audits. Understanding what services you need will help you find the right fit. Learn more about business taxes.

If you are setting up payroll, I strongly recommend Gusto. I use them myself and you can use my referral link to save some money: pixellaw.com/gusto.

Find Someone Who Works Like You Do

A strong working relationship with your accountant is key. Make sure their work style aligns with yours. If you prefer cloud-based accounting, find an accountant who is comfortable with digital platforms. If you use specific accounting software, like QuickBooks, ensure your accountant is experienced with it.

Differences in technology use or communication preferences can create 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 important. Understand how your accountant charges for services. Some may offer an affordable initial setup to establish your books, while ongoing services may be billed hourly or as a fixed fee.

Always ask about fees and pricing structures before committing. This helps avoid surprises and ensures a positive long-term relationship.

Building a Successful Partnership

Finding the right accountant isn’t just about crunching numbers—it’s about finding a trusted advisor 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 work style.

*This article is general in nature and is not legal advice.