Your Guide to Choosing the Right Financial Strategist

Choosing the right bookkeeping firm is important. You’re looking for more than just someone to assist with your accounting needs—your business needs a partnership that’ll save you money, correct costly errors, and help propel your business forward. So the definition of the best accounting and bookkeeping firm in Virginia, Maryland, DC, or wherever your business is located, will vary based on your needs.

Here are a few things to look for when you’re searching for the right accounting and bookkeeping firm for your business.

Choose Qualifications and Certifications

When you choose a firm that hires only certified public accountants (CPAs), this ensures that they have the knowledge and experience to help your business regardless of when or why you’re hiring an accountant. However, remember that it’s always a good idea to hire a bookkeeping firm at the start of your business rather than a few months or years down the line.

Choose Experience

It might seem like all accounting firms would have experience working with small businesses, but this isn’t true. Some firms are designed just to help large corporations. You need to find a bookkeeping firm that has the type of experience that you need.

Ask your potential firm about their experiences. Do they have a history of working with businesses of similar size and revenue as yours? What about in the same industry? Remember, good accountants will help your business grow. This is a partnership, so you need a firm that has the experience to be there for you in the long run.

Choose Technological Proficiency

It helps if you can find a firm that has experience with your current accounting software or get you setup with an accounting software. Ask your potential accounting firm what software and version of that software they work with. The right firm should even be able to provide training to your accounting department or employees for how to maximize the potential of this software.

Choose a True Partnership

The best bookkeeping firm will have accountants who explain things in terms you and your team can understand. It’s important that you feel comfortable speaking with them and that you can actually understand what they’re saying. Look for a bookkeeping firm with team spirit, people who are willing to work together as well as work with you. This will improve communication on all fronts and help your teams work together to create financial success for your business.

Choose 365BOOKSPRO

Choosing the best bookkeeping firm is essential for the success of your business. Consider firms that have experience with your type of business, both size and revenue. Ask your potential firm what type of accounting software they have experience with. And remember that good communication is the cornerstone of any successful business relationship!