I was inspired to write a list of questions I would want my prospective clients to ask me after reading 10 Questions to Ask Before Hiring a Tax Accountant. After I completed that list of questions, I answered them myself. Why? I wanted educate people about what I do and what I have to offer the free world. Also, I want to arm the masses with information that is useful. It is very hard to find someone trustworthy to handle your financial information. This list a questions should help you find a pretty good bean counter.
1. How long have you been in the business?
2. What credentials do you have?
3. What kinds of clients do you work with?
4. Are you available year round?
5. What is your experience with working with the IRS and Wisconsin DOR?
6. Who will be doing the work?
7. Are you conservative or aggressive in tax planning?
8. What accounting software do you use?
9. How often will we communicate ? In case of an issues?
10. How can you help me make more money?
11. Do you have testimonials or client references?
12. What business advice will you offer me?
13. Are you tech-savvy?
14. How do you bill for your services?
15. How do you determine your fees?
16. What can I do to help you complete the work and keep your fees to a minimum?
Want to see my responses to my own questions? Below is a short PowerPoint presentation I created.
Jéneen R. Perkins is a freelance accountant and consultant serving entrepreneurs, families and small businesses. She prides herself in being fluent in English instead of “Accountant-ese”.
"Putting My Money Where My Mouth Is" is a journal about real life experiences and concerns of Jéneen R. Perkins. The purpose of the blog is to exhibit the real life challenges and answer the tough questions posed by the concepts of business, entrepreneurship and money.