Questions to Ask a CPA: What Non-Profits Should Ask

By October 30, 2018 Blog No Comments
questions to ask a cpa

When it comes to choosing the right CPA for the job, you have a ton of options. This reality may sound like a good thing, but often, it means you have your work cut out for you!

Your non-profit cannot afford to waste time and resources on a CPA who won’t do their job right. That means you need to push aside all the clutter and find the CPA that you know can do exactly what you need.

How do you do that?

The easiest way is to have a list of questions to ask a CPA to make sure you know you have got the right person. Luckily for you, we have got you covered.

  1. Why Should I Use You?

We all know that every CPA has an answer to this question to make themselves stand out amongst the competition. The thing is, it is not really about what they say; it is how they say it.

When they respond to this answer, really listen to how they portray themselves. Some CPAs will sound over-the-top, while others will be genuine. Use this question to find out who is real and who is not.

  1. What are All the Services You Offer?

You may think the main purpose of a CPA is to do your taxes, but they can offer much more to your company.

A CPA should also be your strategic business advisor and decision-maker as well. Also, make sure they can handle taking on multiple projects at once because that shows they do not easily fold under pressure.

  1. How Tech-Savvy Are You?

Let’s face it: this is the modern world, and technology is everywhere. Your potential CPA should not just be using technology; they should be living it.

Computers are necessary to help things move faster and your non-profit needs a CPA that understands your need for speed. If they are not big on tech, you may want to find someone else.

  1. Are There Any Conflicts of Interest?

This question may sound weird, but it is quite important.

Many CPAs work for dozens or even hundreds of other businesses and non-profits. So, there is a chance that one of them may be your competition.

Ask the CPA if they may be in this situation. If so, what they will do to remove the possibility of any conflict between you and your competition so that your company will continue to thrive?

You Know the Questions to Ask a CPA, Now Get Your Answers

Now that you know what questions to ask a CPA to find out if they suit your needs, you need to find an accounting firm that you know you can trust. Thankfully, you do not need to look any further.

Our accountancy corporation is dedicated to building trust and making sure you get exactly what needs to be done. We offer services for non-profits, as well as the popular Big Sky breakthrough program for business.

Have a question you would like to ask? Not a problem. Just send us a message, and we’ll make sure to answer any concerns you may have.

James P. Richardson, CPA, Inc. is an accountancy firm founded in 1978 that specializes in working with non-profit organizations. No matter what stage your non-profit is in, we understand your needs and serve them. Whether your business is for-profit or non-profit, we make sure it is run efficiently, guided by best practices. Our firm brings a worldview of contribution, determination, and hard work to all client engagements.