Questions To Ask A Potential Utah CPA

by | Jan 13, 2015 | Accountants

If you are a business owner looking for financial services, bookkeeping, accounting or financial planning advice then you need to hire a Utah CPA. Finding the right professional to act as your Certified Public Accountant shouldn’t be a snap decision, after all you want to get the right professional for the job.

Ideally when you contact a Utah CPA for handling your financial matters you do so only after doing your research. This means getting online and finding out as much as you can about the professional, and the firm, before actually having a conversation.

You want to select an accountant that has experience in your area of concern, or with business that are similar in size and scope as your business. Most of the top accountants and top firms have extensive experience in financial advice and services to businesses of all sizes and types, which can make it very easy to evaluate the CPA to determine if he or she fits into your business.

Ask About Experience

While it may seem awkward or impolite, it is important to ask any CPA you are considering to provide you with their personal experience in the financial field. In many cases you will find that a CPA also has other specific training and certifications that can be very beneficial for your needs.

Ask about Services Provided

While you may have specific services that you want the CPA to handle, you should also ask about what other services the professional could provide. This will give you an idea about both experience as well as general knowledge about business financial planning, taxation and accounting services.

There may be some accountants that offer more intensive services in planning, transaction analysis, purchases and growth and even in auditing companies and businesses.

In addition to asking the CPA questions, you should be evaluating the personality and style of the individual. Since this will be a partnership that will last for years, you want to have a professional that is compatible to your business model and style and that leaves you feeling confident in their abilities.

At Cook Martin Poulson our team of accountants and support staff works together to ensure all our customers receive the services they need. This team approach is very beneficial and has been our standard of practice since we first opened our doors.

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