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Checklist for Evaluating Your Current Accounting Service

Oct 1, 2015 8:26:00 AM / by Brian Paulson posted in small business accounting


Running a business in today’s economy never gets easier. To be successful, you need your accounting service to be a true financial partner. However, most accounting firms offer only limited, generalized, and hands-off support to their clients.

Make sure you have the right accounting firm in your corner. To evaluate your present accounting service, here are some critical questions you need to answer:

  • Is your accountant there for you when times are tough?
  • Do you consider your accounting service a true investment for your business?
  • Do they proactively contact you to discuss the health of your business?
  • Are you able to communicate with your accountant regularly?
  • Do you know exactly how your accountant is going to bill you when you work with them?
  • Do you avoid seeking their advice because of how they bill?
  • Have you ever run into surprises on your tax return?
  • Does your accountant only care about last year’s numbers, or do they help you plan for the future?
  • Does your accountant strategize ways to improve your profitability?
  • Do you worry that you’ve outgrown the resources or expertise of your present accountant?
  • Are you able to discuss your financial status at regular intervals?
  • Have you ever encountered a penalty for a payroll or sales tax violation?
  • Do they make you wait to discuss tax planning until the end of the year?

If you aren’t happy with your answers to these questions, you aren’t receiving the accounting help you need to be successful. Accounting firms are not created equal. If your current service doesn’t offer you comprehensive support and peace of mind, it’s time to look elsewhere.

We want you to achieve your business goals. Contact us to let us know how our services and expertise can help your company.


business profitability checklist

Image by Images Money via Flickr, licensed under CC by 2.0.
Brian Paulson

Written by Brian Paulson

Brian began working at CSI in 1996, and he purchased the business in 2002. As Owner, his primary role is in the management and growth of the firm. Since 2002, the firm has more than quadrupled in size. In 2009, Brian started CSI’s payroll service to complement CSI’s accounting and tax services. Brian received his Bachelor’s degree from the University of North Dakota, with a double major in Accounting and Financial Management. He’s a member of both the National Society for Tax Professionals and the National Society for Accountants, and he serves on the board of directors for the Professional Association of Small Business Accountants, where he was once president. Brian also serves on the business advisory council for Opportunity Partners, an organization that helps people with disabilities find employment. He’s also contributed to several business books, including Six Steps to Small Business Success and The Lean Mean Business Machine. Fun Fact: To help put himself through college, he used student loans, delivered pizzas, and worked summers in a salmon processing plant in Alaska.