Choosing an Accountant that’s Right for You
Schedule a Meeting
If you do anything before choosing an accountant, meet with them first. Phone the office, and set up a meeting to get to know your potential accountant and ask any questions you might have. Make sure you feel comfortable with them, and that you see yourself being able to trust and work with them.
If you are planning to come in to the office to meet with your accountant often, then a location that is close to your home or work might be important to you. However, if you prefer to do business remotely, a firm that offers secure online services may also be a great choice!
Choose a Certified Accountant
Certified Accountants are held to a high business standard, and are highly qualified professionals who have completed a degree and gained professional workplace experience. Formerly known as a CGA, CA or CMA, Professional Accountants in Canada now all fall under the designation CPA (Chartered Professional Accountant). Look for an accounting firm that includes CPA’s within their staff.
Depending on exactly what type of accounting or business services you are looking for, different firms or accountants might be better suited to your needs. Ask if they have experience with your type of business (ex. Real estate, construction company, small home business, etc).
Check Reviews & Ratings
Do your research. Read google reviews, check out their website, and search any social media platforms they may have. See what others might be saying about them, and get a feel for what type of company they are.
Accounting fees can vary, as can the experience you have. The cost of your tax return or accounting service can depend on what type of services the firm can provide, the accountant’s qualifications, quality of work you’ll be receiving, detail of communication, etc. If you are looking for lowest cost possible, you may not get the quality of service you are looking for. Don’t be embarrassed to discuss an estimated quote when meeting with a potential accountant, to see if it’s something you are comfortable with based on your needs.