Here are a few suggestions on how you can make the best use of professional services and get the most value for your fees:


Be prepared to discuss your plans and objectives. CPAs are in the best position to advise you and serve your interest when they understand your goals.

Clearly explain what you expect from the CPA's services.

Save yourself unnecessary fees by keeping good records and not using professional time for routine work.

Keep your CPA informed of changes in your personal and professional life.

Gather the information about business or personal financial decisions under consideration so you can ask the CPA specific questions.(Explore the questions listed below!)

QUESTIONS TO ASK YOUR CPA ABOUT PERSONAL FINANCIAL PLANNING
QUESTIONS TO ASK YOUR CPA ABOUT ACCOUNTING AND AUDITING
QUESTIONS TO ASK YOUR CPA ABOUT FINANCING YOUR BUSINESS
QUESTIONS TO ASK YOUR CPA ABOUT ORGANIZATION AND MANAGEMENT
QUESTIONS TO ASK YOUR CPA ABOUT CASH MANAGEMENT
QUESTIONS TO ASK YOUR CPA ABOUT OWNERSHIP CONTINUITY AND BUSINESS SUCCESSION
QUESTIONS TO ASK YOUR CPA ABOUT SALARIES AND EMPLOYEE BENEFITS
QUESTIONS TO ASK YOUR CPA ABOUT COMPUTER SYSTEMS
QUESTIONS TO ASK YOUR CPA ABOUT BUSINESS VALUATION

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