1. They’re a Proactive Partner
A good accountant reacts to your financial situation. A great CPA is proactive. They don’t just wait until tax season to get in touch. They’re looking for ways to save you money throughout the year, anticipating potential issues, and offering strategic advice before you even know you need it. This could mean suggesting a tax-advantaged investment, advising on a major purchase, or helping you plan for a new hire.
2. They are Great Communicators
Financial language can be complicated. A top-notch CPA can explain complex tax laws and financial reports in a way that is clear, simple, and easy to understand. They are patient, willing to answer all your questions, and available when you need them. Feel comfortable asking them anything, no matter how small or silly you think the question is.
3. They Specialize in Your Needs
While generalists are fine, a CPA with experience in your specific industry is a huge asset. An accountant who works with small e-commerce businesses will have a much better understanding of your specific deductions and challenges than one who specializes in construction. Look for a professional who understands your unique business model, the tools you use, and the specific regulations you face.
4. They’re Tech Smart
The best CPAs embrace modern technology. They use secure, cloud based systems for document sharing, are familiar with popular accounting software like QuickBooks, and can help you automate your bookkeeping. This makes your life easier as well as ensures your financial data is always accurate, accessible, and secure.
5. They’re a Certified/Trusted Advisor
Ultimately, your relationship with your CPA should be built on trust. You’re sharing sensitive financial information with them, so integrity is non negotiable. A great CPA serves as a trusted advisor. They should be someone who genuinely cares about your financial well-being and is invested in helping you achieve your long-term personal and business goals.
6. They are Forward Thinking
A great CPA isn’t just a tax filer, they are a proactive partner who thinks ahead, looking for ways to save you money and prepare for the future throughout the year, not just at tax time.
Finding the right CPA is crucial for your financial success. You need a partner who is more than just a tax filer—you need someone proactive, trustworthy, and genuinely invested in your future. At PSACPA, that’s exactly what we are. Contact us and let us get the work done!
Call (301)-879-0600 or email (contact@psacpa.com) for a quote today and start building a smarter financial future for your startup.
0 Comments