15 Questions to Ask When Hiring a CPA

Many businesses can benefit from the services of a certified public account (CPA). Hiring an external CPA or public accounting firm is a great way for business owners to get help with bookkeeping, accounting, tax filing, compliance, and business growth.

However, choosing a CPA is an important decision—you don’t want to put your business’s financial future in the hands of just anyone. Before making your decision, ask potential candidates these questions until you find the right CPA for your business needs.

1. Who Will Be Handling My Account?

Accounting firms usually have multiple CPAs working with various clients. Find out who will be handling your account.

Here at Fisher, P.A., our consultations are held with a senior CPA. From there, we assign your work to the team members who will best fit your needs.

2. Do the Same People Always Service My Account?

Sometimes, accounting firms will assign more than one CPA to an account. Will you be able to work with one CPA and build a relationship with them, or will your account be passed along to whoever is available?We strive to create consistency with who you are working with year over year.

3. What Certifications Do You Have?

Accountants have to undergo extensive training and pass a difficult exam before securing the CPA designation. 

All of our CPAs hold a valid CPA license, have their master’s degree in accounting, and must maintain their license with continuing education courses every year.

4. How Much Professional Education Do You Receive Annually?

Tax codes change every year, so it’s essential that your CPA is up to date. Each state sets its own requirements for CPAs, and many accounting professionals exceed the minimum requirement of continuing education annually. In North Carolina, it is required for CPAs to complete continuing professional education (CPE) courses annually to renew their certification.

5. How Long Have You Been in Business?

Experience is key. Ask about the number of years they have been in business as a CPA and how long they have been working with businesses like yours—both in size and industry.

6. What Services Do You Offer?

CPAs specialize in different accounting services. Some focus on helping businesses prepare tax returns, and others take over duties such as bookkeeping. Make sure the CPA you are interviewing offers the business accounting services you need. 

At Fisher, P.A., we offer a wide range of engagements, mainly focused on business accounting and tax compliance services.

7. What Are Your Fees?

Make sure the CPA you are interviewing is able to clearly explain their fee structure. 

For example, depending on the work needed, we will charge either hourly or at a flat rate, but we will always be upfront about our pricing structure. Typically, our tax compliance and accounting services are at a flat rate, while any consultation services will be charged hourly.

8. What Are Common Accounting Issues in My Industry?

An ideal CPA candidate should be familiar with your industry and able to warn you about common issues you might encounter. This type of question will help reveal their industry experience. 

CPAs at Fisher, P.A., have extensive experience in a wide range of different industries, from real estate and construction to social media influencing.

9. Do You Have Other Clients in My Industry?

Ask about their other clients. Are they businesses about the same size as yours? Are they in your industry? It’s a good sign if they have direct experience working with similar businesses. 

At Fisher, P.A., we work with businesses of all sizes—feel free to request a client referral or see our website to read more about the experiences of our other clients.

10. Do You Anticipate Any Conflicts of Interest?

Most CPAs work for hundreds of clients. Do they represent your direct competitors? If so, how will they handle any conflicts of interest?

11. What Do Your Other Clients Say About You?

Request references and testimonials from similar clients so you can confirm the CPA’s claims and ask about other businesses’ experience with them. You can view most business’ reviews on Google or Yelp. 

See our reviews here:

12. How Do I Contact You with Questions?

How often are you able to get in touch with your CPA? Can you send an email or call them on the phone, or do you have to book an appointment every time you have a question? How long should you expect to wait to hear back? Do you need to pay every time you talk to them? It’s these details that make all the difference. 

At Fisher, P.A., we keep clients at our focus, are committed to meeting your needs, and always attempt to respond in a timely manner. Depending on the situation, we may charge a consultation or calculation fee to provide in-depth service, but we always want to make sure you feel the value of partnering with us each time we meet.

13. How Will You Add Value to My Business?

A proactive CPA candidate will be able to offer insight, provide advice, and recommend services that will help your business grow. Ask for examples of how they would directly help you. 

We are able to tailor our services to meet your needs, whether it’s a cleanup project, a goal-setting meeting, or you are just curious about industry standard reports to make sure you’re in line with other businesses. Whatever your goals, we will make sure you’re getting a value-rich experience.

14. Why Should I Hire You?

This question is a great way to investigate if the potential CPA candidate cares about your success and is invested in your financial future.

At Fisher, P.A., our goal is to establish long-term relationships with our clients to help their businesses grow.

15. What Else Do I Need to Know But Did Not Ask?

Finally, find out what, if anything, you need to know but haven’t asked about. Their answer to this question will reveal their experience and help you determine if this CPA is a good fit for your business.

Contact Fisher, P.A. for Business Accounting and Tax Compliance Assistance from the Leading CPA Firm

At Fisher, P.A., our experienced accounting professionals are ready to answer your questions, walk you through our business accounting or tax compliance services, and show you how to grow your company. We serve businesses throughout the country and are here to help.

Our skilled team is ready to get to work so you can get back to doing what you do best: running your business.Call us at 704.332.7800 or fill out our contact form today to schedule a consultation.

Contact Fisher, P.A. for Business Accounting and Tax Compliance Assistance from the Leading CPA Firm

Call us at 704.332.7800 or fill out our contact form today to schedule a consultation.

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