5 Things I Wish I'd Known About Houston CPA Firms Before I Hired One

What size CPA firm should I look for?

It's important to find a firm that's large enough to handle your specific needs, but not so large that you feel like a number.

What kind of software and systems should the firm use?

Cloud-based software is becoming increasingly popular, and it can provide a range of benefits for both the firm and the client.

What kind of pricing model should I look for?

Most firms use either a fixed-fee or hourly pricing model. With a fixed-fee, you’ll know exactly how much you’re paying upfront and you won’t be surprised by a bill at the end of the month. On the other hand, with an hourly-fee model, you can scale up or down as needed and only pay for the services you use.

What kind of communication style should I look for?

You’ll need to find a firm that regularly communicates with their clients and keeps them informed every step of the way. The firm should be responsive to your needs and should provide regular progress reports and updates. Additionally, the firm should be able to explain complex concepts in simple terms so that you understand the services you’re receiving.

What kind of accreditations and certifications should I look for?

There are a variety of certifications and accreditations that a CPA firm can obtain, and it’s important to find a firm that has the correct qualifications. Accreditations and certifications can also provide some assurance that the firm is providing quality services and is knowledgeable in the areas you need help with.

What are the tradeoffs of using cloud-based software?

Tradeoffs to consider include security and cost, so it’s important to evaluate the implications for your situation.

What should I do if I'm overwhelmed with options?

With a bit of research and investigation, you can make the best choice and save yourself from a potential headache down the road.