Live Q&A Part 1: How to Find and Hire a Great Accountant

As someone who regularly receives numerous online inquiries and advice-seeking messages, I'm excited to share this unique conversation with you. Today, I have the pleasure of addressing one of the most common questions I receive by engaging in a discussion with one of our dedicated followers.

Meet Tobias, who has recently taken the brave step of leaving his corporate job to pursue his entrepreneurial dreams. One of his primary concerns is finding the right accountant for his small business. Having had a previous experience with an accountant that didn't align with his communication and expectation preferences, Tobias is now determined to discover the key to securing a stellar accountant who will truly understand and cater to his needs.

In Part 1 of this series, we will explore the secrets of locating and hiring a remarkable accountant who surpasses expectations. Through our insightful conversation, we hope to equip Tobias and all our listeners with valuable tips and strategies for finding the perfect accounting partner tailored to their specific requirements.

The key takeaways from this episode are:

1. Finding the right accountant: Tobias seeks advice on hiring a stellar accountant who understands his needs after a previous unsatisfactory experience.
2. Setting expectations and communication: Learn how to set expectations for tax professionals, evaluate options, and prioritize effective communication.
3. Choosing the right accountant: Consider the pros and cons of hiring in-person or remote accountants and the significance of vetting accountants before a discovery call.

What you’ll hear in this episode:

[4:52] What is some background into Tobias’ business and why is he looking for an accountant?
[11:19] How to begin setting expectations for what you expect out of a tax professional, and then using these to evaluate your options?
[20:15] Why tax professionals often extend your filing deadline and the importance of communication.
[24:00] Should you hire an in-person or remote accountant?
[28:30] Does it matter if you hire an in-state account or out-of-state accountant to deal with all of your taxes?
[32:00] What are some pointers to try and vet an accountant prior to having a discovery call with them?

Related Episodes: 

Want to Leave Your Corporate Job? It's Easier Than You Think

Protecting Your Legacy Through Estate Planning with Clara Delgado Rossell

How to Manage Remote Teams

Resources: 

Tactical Resources:

5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh

Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa

Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash

Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide

CFO Power Session: Text POWER to 860-609-6374

See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

Additional Resources & Connect with Shannon: 

Find everything you need at https://www.keepwhatyouearn.com

Questions about this episode? Text me! https://my.community.com/shannonweinsteincpa

Hire us: https://www.fitnancialsolutions.com/accounting

Find me on IG: https://www.instagram.com/shannonkweinstein/

Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.