[fname], two weeks ago I emailed you the Questions to Ask when hiring a Bookkeeper or Accountant, specifically the INDUSTRY EXPERIENCE questions.

It is not always the situation but sometimes it helps to have an accountant or CPA who has already worked with a company in the same business or general market as you.

Today I want to give you the 4th area of questions to ask which is about the firms ACCOUNTING SYSTEMS or software they use with companies similar to yours.

The ACCOUNTING SYSTEMS questions you should be asking are:
a) I use a particular type of software. Are you familiar with this software?
b) Do you have professional staff that is certified as experts in using this software?
c) Do you think I should consider any other software from what I have talked to you about?

Why are these accounting systems questions so important?

Not always but often it helps to have an accountant or CPA who has already worked with the SAME software or accounting systems that you are using today.

They will have a general understanding of how your software functions and any data entry, reporting or problems that are common to software packages like yours.

This is preferable because if your software program is completely new to the firm, you're PAYING them AND TRAINING THEM at the same time, on how your software operates.

I'd rather have a person or firm ALREADY know a little about my company's accounting system so they get up to speed on MY company quicker.
 
 Obviously after looking at these questions, you're welcome to interview me and ask these same EXPERIENCE questions of my staff here.

All you need to do is call me at [aphone].

I hope you enjoy the report!

 

Regards, Don
 

Don Henderson, CPA | Direct Dial: 910-370-8822 | Don@HendGroup.com

 

Henderson, Story and Co.
8430 Medical Plaza Dr, Ste 200
Charlotte, NC 28262
DIRECT: 704-946-6100
Office: 704-547-0224
Fax: 704-547-0226
www.hendersonstorycpa.com

Henderson, Stafford and Co.
5025 A Wrightsville Avenue
Wilmington, NC 28403
DIRECT: 910-370-8822
Office: 910-452-7040
Fax: 910-452-7078
www.hendersonstaffordcpa.com

Henderson, Stewart and Co.
2426 Reynolda Road
Winston-Salem, NC 27106
DIRECT: 336-777-7944
Phone: 336-761-1246
Fax: 336-553-2603
www.hendersonstewartcpa.com

Henderson, Stewart and Co.
2300 W. Meadowview Rd, Ste 210
Greensboro, NC 27407
DIRECT: 336-777-7944
Phone: 336-294-0045
Fax: 336-553-2603
www.hendersonstewartcpa.com