What are the
That You Should
and Make Inquiries About When
Hiring a CPA
1. Background of CPA firm
Succinctly describe your CPA
firm and what you try to offer.
What is the difference between
your CPA firm and others?
Do you have public reviews on
the internet that I can read?
Do you have a specialty or
How big or small are you?
Describe your typical client and
what you do for them.
How do you charge and when do I
Who works for your company and
who will I work with at your company?
Where can I see the backgrounds
and certifications of your staff?
Has your CPA firm been peer
Do you outsource to other
vendors to get the work completed?
Do you have full time or part
What timeframe for response
should I plan on in working with you and your staff?
3. Industry Experience
Do you have other clients in my
What is important in my industry
for accounting, tax and management issues?
What can you tell me that I can
do different in my accounting and taxes that apply to my
4. Accounting Systems
I use a particular type of
software. Are you familiar with this software?
Do you have professional staff
that is certified as experts in using this software?
Do you think I should consider
any other software from what I have talked to you about?
5. Other Services
What other services do you offer
besides accounting and tax preparation? Examples would be:
Personal financial planning
Audited financial statements
Management advice and
Accounting systems work
New company set up.
These may sound like a lot of
questions but it is important to find the answers so you can
judge and decide on the CPA firm that is right for your
business needs and will help you grow. For answers to
these questions you are always welcome to call us at
You can avoid headaches at tax time by keeping track of
your receipts and other records throughout the year. Good
record-keeping will help you remember the various transactions
you made during the year, which in turn may make filing your
return a less taxing experience.
Normally, tax records should be
kept for three years, but some documents - such as
records relating to a home purchase or sale, stock
transactions, IRA and business or rental property - should be
In most cases, the IRS does not
require you to keep records in any special manner. Generally
speaking, however, you should keep any and all documents
that may have an impact on your federal tax return.
Find out what the 6 TYPES of
documents are by
clicking here to
read the full article. It and more are on our web site,
available to you at any time.
Give Us a
on The Internet?
More and more people turn to the
Internet to find supplies, vendors and even accountants to use
and hire. You probably use Google or another search
engine to do the same in your business.
One way to HELP yourself to be
'found' is to have your clients, customers or patients give
you a REVIEW on one of the popular review sites online.
More reviews encourages search
engines to push your local listing to the top of the page
where people will more likely click on it.
We're doing the same here at
Sullivan & Company and would like to
ask you to give us a review on our Insider Pages listing.
Just click on
this link and give us a review.
And if you haven't yet, please give us a testimonial or
feedback on our performance. It only takes 60 seconds.
Just dial 800-609-9006
extension 9006 and follow the instructions.
Call our offices if you have any
questions about these or any other accounting related issues, at 301-657-8080.
Regards, Paul Sullivan, CPA