A Dentist’s Guide to Choosing a CPA
You’re in the middle of drilling a cavity – a task you’ve done countless times. Suddenly, your mind drifts away to a serious financial matter that keeps eating away at your peace of mind. You manage to get through the procedure, but your lack of focus is troubling. You realize you need the help of a professional CPA, but now you’re stuck on how to go about choosing the right Orlando dentist accounting firm.
This is an important decision for your dental practice. You don’t just want a good accountant, you want a great CPA firm capable of helping your business make the best financial decisions at crucial times. Save time by following these simple steps to finding the perfect accounting firm match for your practice.
Assess Your Needs
During a quiet moment, pull out a notepad and jot down all the reasons your business needs help taking care of financial matters. Payroll taxes, general bookkeeping, and creation of financial statements are good reasons. High-quality Orlando CPA firms can provide valuable financial assistance beyond the basics.
Your busy dental office requires adequate cash flow management to continue operating, appealing compensation plans for doctors, and realistic financial and tax planning for growth. Also, consider automating your entire financial process so that it runs like a well-oiled machine. Creating a “must have” list helps you narrow down your search only to those accountants who offer services you desire.
Schedule a Q&A Session
Once you’ve found one or two top-notch firms, prepare a list of questions to ask during your initial appointment. Asking questions is crucial, because it’s the only way to determine if they are a good match.
Some good questions to ask are:
- How much experience do you have? And within what industries?
- Do you stay current with financial and tax planning strategies?
- How do you provide services to dentists not located in your area?
- Do you have automated systems? If so, what software do you use?
- What type of long-range financial and tax planning services do you offer?
Do They Know the Dental Industry?
An Orlando CPA firm that already knows a lot about dental practice operations can hit the ground running for your business.
Are they there when you need them?
Business financial operations are not a once a year seasonal activity. A first-rate dental CPA firm is going to be there year-round whenever you need assistance. Find out upfront if they accept phone calls for consultations anytime. Some things can’t wait, and you want to be sure they return your calls and answer your emails in a timely manner.
Selecting the best Orlando dentist accounting firm is easier when you understand your needs and ask the right questions. CPA Solutions provides personal service and a depth of expertise you will find nowhere else. For more information on our accounting services, contact us online or by phone at (407) 650-9088.