Here are 10 Practical Tips on Hired an Accountant for Business—whether you're launching a startup, running a small business, or scaling up:

1. Assess Your Business Needs

• Do you need help with:

  • Bookkeeping & payroll?

  • Tax planning & compliance?

  • Financial analysis & strategy?

• Decide if you need a full-time, part-time, or outsourced accountant (many small businesses benefit from fractional or virtual services).

2. Verify Qualifications & Experience

• Look for:

  • Certified Public Accountant (CPA) or Chartered Accountant (CA) designation.

  • Experience in your industry (e.g., retail, nonprofit, tech, construction).

  • Familiarity with local tax laws and regulations.

3. Check Technology Skills

• Make sure they’re comfortable with modern accounting tools like:

  • copyright, Xero, Sage, Zoho Books

  • Familiarity with cloud-based accounting and automation is a plus.

• Ask if they can help you transition from manual to digital processes if needed.

4. Ask About Range of Services

• Some accountants just handle compliance (tax filing, financial statements).

• Others provide advisory services (cash flow management, financial forecasting, funding strategies).

• Know what you’re getting—one-stop shop vs. specialist.

5. Check References and Reviews

• Request testimonials from current or past clients.

• Look for online reviews on platforms like Google, LinkedIn, or Yelp.

• Ask specifically how responsive, thorough, and proactive the accountant has been.

6. Discuss Communication & Availability

• Will you have direct access to your accountant or go through junior staff?

• How quickly do they respond to emails or calls?

• Regular check-ins are valuable—avoid accountants who only appear at tax time.

7. Understand Fee Structure

• Common models:

  • Hourly rate

  • Monthly retainer

  • Flat-fee per service

• Clarify all potential extra costs (e.g., audits, special reports).

• Don’t just choose the cheapest—consider value for money.

8. Test Compatibility

• The relationship should feel like a partnership.

• Choose someone who explains financial matters in plain language and helps you understand your numbers.

9. Ask About Compliance & Risk Management

• A good accountant can help you:

  • Stay compliant with tax laws, payroll, and reporting.

  • Avoid costly penalties or financial missteps.

  • Plan ahead for audits or regulatory changes.

10. Think Long-Term

• Can the accountant scale with your business as you grow?

• Do they offer services like:

  • Budgeting & forecasting

  • Raising capital or dealing with investors

  • Exit planning or business valuation

Quick Hiring Checklist:

Certified and experienced
Industry knowledge
Tech-savvy
Clear communication
Transparent pricing
Positive client feedback