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5 Things to Look for When Hiring a CPA

Just like when hiring a landscaper, painter or babysitter, hiring a CPA should be a thoroughly thought-out process. After all, you don’t want just anyone handling your personal or business’s sensitive financial information. This should be someone you can trust and feel comfortable with. Here are just a few aspects to consider when hiring an accountant and CPA in Greeley, Colorado:

1 | The CPAs Community Reputation

Northern Colorado, and especially Greeley is a tight-knit community and word gets around fast. What are your friends, colleagues and connections saying about local CPAs and their experiences? What has gone well and what has not? Supplement these opinions with some research of your own. Checking out a company’s Google reviews is always a good place to start.

2 | Scope of Accounting Services Needed

Do you solely need a CPA, or are you looking for additional services in the financial sphere? In addition to professional accounting, Yeater & Associates offers tax planning and preparation, bookkeeping, payroll and business consulting. If you are in need of any of these services, it can be highly beneficial to hire the same company to handle all aspects.

3 | Strengths and Weaknesses

Just like people, all businesses have their own unique strengths and weaknesses. When meeting with an accountant or CPA initially, find out what they excel in and areas that they don’t typically manage. Having these conversations ahead of time will spare everyone frustration and confusion down the road. For example, some companies may work best with individuals and small companies, whereas others may be skilled in tackling the finances of large companies.

4 | Technological Competencies

Trying to operate a business without using technology is an increasingly difficult feat. In the accounting world, technological capabilities mean better security with your sensitive information, more efficient task completion, and more skilled employees to assist you when using technology best practices in your own business. Yeater & Associates makes a point of staying up-to-date on such practices and accounting tools to serve our clients to the best of our ability.

5 | Aligned Business Goals and Values

Before hiring a CPA, explore their company principles, goals and practices to see how they align with yours. How would you like to see your own business progress, and does your CPA see eye-to-eye with you on those goals?

When you’re ready to hire a CPA in Greeley, Colorado, the Yeater & Associates team is here. Contact us today to get started.

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