Whether you're a small business owner or a family member managing household incomes, staying on top of finances is crucial. However, this task can be time-consuming and confusing, especially for those who don’t know what they’re doing. Luckily, outsourcing these tasks to a CPA firm is the perfect solution. But which qualities indicate a company is worth working with? For the most success, keep the following factors in mind during your search. 

Top 4 Must-Have Features for CPA Firms

Certification & Licenses

To ensure you partner with a qualified professional, ask if the accountants are fully certified and licensed. These credentials mean they have taken and passed industry courses and exams, and they have met state regulation requirements to legally provide services to their clients.

Audit Experience

Another must-have qualification is extensive experience with IRS and state agency audits. The CPA firm should be able to help clients understand the contents of audit letters and take the necessary steps to comply. Additionally, they should have experience representing clients during in-person meetings with auditors.

Range of Expertise

From daily account management to tax preparation, the CPA firm you work with should have expertise in a wide range of financial areas. This includes working with clients from all types of industries and offering additional specialties such as QuickBooks® consulting.

Strong Communication Skills

Open communication is another essential trait. Hire a CPA firm with accountants who will take the time to speak in clear terms about your finances. They should also be easily accessible either in person, by phone, or through email.