How to Choose the Right Accountant: Qualifications, Experience, Personality, and More

Finding the right accountant for your business involves considering qualifications, experience, personality, costs, software, services, references, and location.

Qualifications and Certifications

  • Check for a CPA license. This is an important qualification because it means that your accountant has passed rigorous exams and has met the requirements of their state to be licensed as an accountant.
  • Ensure that the accountant is up-to-date on relevant certifications. You should also look at what types of certifications they have obtained, as this will tell you how current their knowledge is in certain areas and whether or not they are able to provide you with good advice about them (for example, if someone has more than one type of certification related to taxes).
  • Look for an accountant who has specialised knowledge in your industry: If possible, try to find someone who specialises in whatever business field you’re involved in–this way they’ll know exactly how things work within that particular industry and can give more accurate advice based on this understanding!


Finding the right accountant


  • Look for an accountant who has experience in your industry.
  • Consider the size of the accountant’s firm. A small, local firm may be more affordable and easier to work with than a large national one, but if you need help with complex financial issues or international tax planning, it might be better to go with a larger company.
  • Research the accountant’s past clients and talk to them about their experiences working with this accountant (and other accountants).

Personality and Communication

It’s important to find an accountant who you can get along with. You should be able to communicate with your accountant easily and feel comfortable asking them questions about their work. When

interviewing potential accountants, ask about their communication style and how they prefer to receive information from clients. If the person seems too busy or uninterested in talking with you, it may be best to move on and look for another candidate.

You should also consider whether or not this particular accountant will be responsive when issues arise during tax season or other times throughout the year when questions arise about tax returns or other financial matters related to your business.

Costs and Fees

You should be aware of the accountant’s fees and billing structure. Ask for an estimate of the total cost of services, and make sure the accountant is willing to work within your budget. If you don’t feel comfortable with their pricing, consider hiring someone else.

Software and Technology

Make sure the accountant is familiar with the software you use. If they’re not, it could be a sign they’re not as up to date on their skills and knowledge as you’d like them to be.

Ask about the security measures in place at their office. Do they have firewalls? Encryption software?

How often do they update these programs? These are all important questions that need answering before you hire an accountant so that you know how safe your information will be while it’s being handled by someone else’s hands–or computers!

Services and Support

When hiring an accountant, it’s important to understand the scope of services they will provide.

Accountants can be hired for many different reasons and at different stages in your business’s life cycle.

For example, if you’re starting out as a sole proprietor or small business owner, then you may need someone who can help with basic bookkeeping tasks like filing tax returns and preparing financial statements. On the other hand, if you’re running a large corporation with multiple locations across multiple states or countries and want some advice on how best to manage your finances from afar (or even in person), then hiring an accountant who specialises in corporate accounting might be more appropriate for your needs.

Regardless of whether you’re looking for general bookkeeping services or something more specific like international tax preparation and reporting work done by qualified professionals who have experience working with businesses just like yours is always recommended because these types of professionals tend not only know what questions should be asked but also how best answer them without wasting time explaining things over again unnecessarily.”

finding the right accountant reviews

References and Reviews

When you’re looking for an accountant, it’s important to check their references. You can ask them for the names of past clients and then call those people to ask about their experience working with the accountant.

If the person you’re talking with doesn’t want to give you any names, that should be a red flag–if they were happy with the service they received from this person, why wouldn’t they want to talk about it?

You should also research online reviews for your potential accountant. If there are any complaints filed against them or negative comments posted by former clients, consider this information carefully before hiring them.

Location and Accessibility

When you’re looking for an accountant, it’s important to consider their location and accessibility. You want someone who is close by so that they can easily visit your business if necessary. It also helps if they are available when needed–for example, if there is an urgent matter requiring attention immediately or during off-hours of operation (weekends).

Travel Considerations

If your business requires travel from time to time, make sure the accountant is willing and able to go with you on these trips. This could include trips related to tax preparation or other financial matters such as payroll processing or bookkeeping services provided by them

Accounting Standards and Regulations

  • Check that the accountant is familiar with applicable accounting standards and regulations.
  • Ensure that the accountant is up-to-date on changes in the industry.
  • Ask the accountant to explain how they will ensure compliance.

Trust and Integrity

The most important thing to look for in an accountant is trust and integrity. You should be able to feel comfortable with them, as they will be handling your business finances.

You should also ensure that the accountant is committed to protecting your confidential information, which means they must have a strict code of ethics that prohibits sharing any information without permission and only with those who need it in order to do their job (for example, if an employee needs access so he can pay himself). Ask the accountant about their ethical standards before hiring them so you know what kind of person he or she is going into business with.



Katie Wellbelove

Katie Wellbelove

Cubed Consultancy have been helping me with my tax for the last 3 years. They have helped by simplifying a process that is confusing and som...

1 month ago
Viren Solanki

Viren Solanki

Had the pleasure of speaking to the owner Mr Mark Munnelly through a friend of mine during Covid, was clearly getting over charged by my pre...

14 days ago
Camilla Storey

Camilla Storey

The team at Cube Consultancy is incredibly supportive, forensic and very patient. The best Accountant firm I have worked with. I am highly ...

22 days ago

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