CPA Sarasota: 4 Mistakes To Avoid When Hiring a CPA in Sarasota

Did you know there are almost 1.4 million CPAs in the United States?

With so many options out there to choose from, it’s important to remain diligent when you’re searching for a CPA in Sarasota. Luckily, we’re here with some tips.

Read on to learn four of the biggest mistakes to avoid during your hiring process.

1. Poor Organization

When you’re choosing a Sarasota CPA, it’s important to ensure they have good organization skills. If they can clearly lay out their offerings and the processes behind them for you, you know they’re good at what they do.

When they’re organized, you can be confident in their ability to meet deadlines. Not only that, but you know the information they’re providing is accurate — both these things are crucial to have once tax season rolls around.

2. Lack of Accountability

The last thing you want to do is nudge your CPA along throughout the entire process. Self-accountability is more important than you might think, and it’s essential to ensure anyone you hire is a natural self-starter.

That means constant communication, updates, and calls if they have problems. If you get a call from your CPA telling you about issues right before your deadline, it’s time to move on to a different one.

3. No Transparency

Each state has its own set of requirements that CPAs have to meet before they become certified. It’s important to make sure the person you’re hiring can meet those, but also your unique requirements.

Since financial planning revolves around dealing with such sensitive data, it’s important to ensure you trust your CPA. If you meet them and immediately dislike them, or they’re not open about the things they can do for your business, it’s probably best to move on.

4. Difficult to Work With

An experienced CPA is going to be one that’s easy to work with. They’re confident in their skillset, and you know they can help your business stay afloat when it’s needed. When they’re comfortable in their role, you can be comfortable in your choice to hire them.

With that experience comes cooperativeness. If you meet with a potential CPA only to find that they’re defensive, insecure, and all-around difficult to work with, then you can be confident in the fact that they’re not the person you should hire.

It’s possible to develop this rapport with someone over time, but you can usually get an overall feel for their mindset when you initially meet them.

Ready to Hire a CPA in Sarasota?

No matter how old or new your business is, it’s never too late to hire the right person for you. Now that you know the most important things to avoid, are you ready to hire a CPA in Sarasota?

Luckily, we’re here to help you. At Sterling Tax and Accounting, our professionals can help you account for your finances, and then help you get them in order. Schedule a consultation with us today to learn more.