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.
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.