- Experience and Qualifications:
- “What is your experience in [your industry]? Do you have any certifications, such as CPA, CMA or CB?”
- Services Offered:
- “What services do you offer, such as bookkeeping, tax preparation, financial analysis, or payroll processing?”
- Software Expertise:
- “What accounting software do you primarily use, and are you comfortable with [your current software]?”
- Communication and Accessibility:
- “How often do you communicate with clients, and how quickly can I expect a response to my inquiries?”
- Fees and Billing:
- “What is your fee structure? Do you charge hourly, by project, or a flat fee? How often do you send invoices?”
- Tax Expertise:
- “Are you knowledgeable about [specific tax laws or regulations] that are relevant to my business?”
- Data Security:
- “How do you protect my sensitive financial data from unauthorized access?”
- Proactive Advice:
- “Do you offer proactive advice on financial strategies or potential areas for improvement?”
- Client References:
- “Can you provide references from previous clients that I can contact?”
- Contingency Planning:
- “What is your plan for handling emergencies or unexpected situations, such as a data breach or a sudden audit?”
