Lately I have found myself in need of a good accountant, and I am having trouble finding one. There are four great excellent ways to narrow down your search and find a good accountant to help you with your tax and other financial situations.
Ask For Referrals For An Accountant
The best way to find a good accountant is to ask you friends, family members, coworkers, and other associates for their recommendations and referrals. I asked everyone that I could possibly think of for a recommendation such as my mortgage broker, realtor, and even the banker in my local branch. If you are in the market for a good accountant, you should not keep it a secret. The more people who know that you are looking for an accountant will help you find referrals for the best ones. You will also hear about the ones to stay away from as well which can be just as beneficial as the recommendations.
Conduct Interviews With Your New Accountant
No matter who recommends a good accountant to you, you should conduct interviews with them. You should narrow your list down to at least three possible candidates, and then interview them all separately. Most accountants will let you come in for a free initial consultation. I recently had one with an accountant that did not treat my concerns seriously and did not give me that “warm and fuzzy” feeling right away. So, needless to say, I did not give that accountant my business. An interview will help you find a good accountant that will work well with you and your needs.
Find An Accountant Through Accounting Associations
You can find a reputable certified public accountant through several professional associations. You could look for recommendations from associations such as The National Society of Accountants, the National Association of Tax Professionals, and also your state’s accounting association. For example, North Carolina has the North Carolina Association of Certified Public Accountants to help people find the right accountant for their specific needs.
Ask Dave Ramsey For An Accountant Recommendation
Dave Ramsey has a program on his website called Endorsed Local Providers (ELP). You can find recommendations for accountants, investment professionals, real estate agents, and insurance agents located near you. If you are completely suck without a recommendation from a friend, you can receive a decent recommendation from Dave Ramsey and his website. Be advised though that Dave Ramsey does receive a fee from the accountant and other professionals for the recommendation.
Like choosing a certified financial planner and your tattoo artist, you should not randomly pick your accountant out of the phone book without conducting some due diligence. You should ask your friends for referrals and then conduct thorough interviews to ensure that they are the perfect fit and a good accountant for your situation.
Have you had luck finding a good accountant? Did you get a referral or find them some other way? Let us know in the comment section below…