Hey there, business owner!
Let’s be real: finding the right CPA is a big deal. Your CPA isn’t just someone who crunches numbers—they’re your go-to advisor for taxes, financial planning, and business growth. But how do you know if you’ve found the perfect fit?
It all starts with asking the right questions. At Insogna CPA, we’ve worked with countless business owners across Austin, South Austin, and Round Rock, TX, and we know how important it is to have a CPA who truly understands your business. Here’s a list of 10 questions you should ask to make sure you’re partnering with the best CPA for your needs.
1. What Industries Do You Specialize In?
Wouldn’t it be nice if your CPA just “got” your business? Some CPAs specialize in specific industries, and if they’ve worked with businesses like yours, they can offer targeted insights and strategies.
Why It Matters:
- They’ll know your industry’s unique challenges.
- You’ll get advice that’s tailored to your type of business.
At Insogna CPA, we specialize in helping small businesses in industries like eCommerce, food service, and professional services.
2. How Do You Handle Complex Ownership Structures?
Got multiple LLCs or business partners? Not every CPA can handle the complexities of multi-entity structures. Ask if they’re experienced in managing ownership intricacies.
Why It Matters:
- It ensures compliance with tax laws.
- You’ll avoid costly errors when filing taxes for multiple entities.
We’ve helped businesses across Austin, TX CPA firms manage complex structures smoothly—because the last thing you need is a tax headache!
3. How Quickly Do You Respond to Questions?
We all know how stressful it is to wait for a reply when you’ve got a financial question. So, ask upfront about their communication style and response time.
Why It Matters:
- Quick communication keeps your business running smoothly.
- You’ll know what to expect during busy tax seasons.
At Insogna CPA, we pride ourselves on proactive and timely communication—because your time is valuable.
4. What Tools and Technology Do You Use?
Let’s face it: manual processes are outdated. Today’s CPAs should leverage tech like QuickBooks Online and cloud-based dashboards to give you real-time financial insights.
Why It Matters:
- Tech-savvy CPAs make your life easier.
- Real-time access to financial data helps you make faster decisions.
We use cutting-edge tools at Insogna CPA to create custom dashboards that keep your numbers organized and easy to understand.
5. How Do You Stay Current on Tax Laws?
Tax laws change constantly, and you need a CPA who’s on top of the latest updates.
Why It Matters:
- Staying compliant avoids penalties and audit risks.
- Up-to-date CPAs can save you money with new tax breaks.
Our team at Insogna CPA, one of the best CPA firms in Austin, stays on the cutting edge of tax law changes to keep you informed and compliant.
6. Do You Offer Tax Planning, Not Just Filing?
A great CPA isn’t just there for tax season—they’re with you year-round, helping you strategize and save.
Why It Matters:
- Planning ahead minimizes tax liabilities.
- You avoid surprises when April rolls around.
We focus on proactive tax planning at Insogna CPA, offering guidance throughout the year, not just during filing season.
7. Can You Help Me Grow My Business?
A CPA should be more than a tax preparer—they should be a strategic partner who helps you scale your business.
Why It Matters:
- They can guide decisions like hiring, purchasing equipment, and opening new locations.
- You’ll have a partner who’s invested in your success.
At Insogna CPA, we work with small businesses across Austin and Round Rock, TX, helping them grow sustainably with tailored advice.
8. How Do You Charge for Your Services?
No one likes surprise fees. Be sure to ask how their pricing works so you can budget for their services.
Why It Matters:
- Transparent pricing helps you plan ahead.
- You’ll know what you’re paying for.
Our fees at Insogna CPA are based on your needs, so you get exactly the services you need—nothing more, nothing less.
9. Do You Work with Businesses Like Mine?
Every business is unique, and a CPA who understands your size and type of business will be a better fit.
Why It Matters:
- A small business CPA knows how to find the right deductions.
- They’ll understand your challenges, from cash flow to scaling.
We’ve built our reputation as a small business CPA in Austin, TX, helping entrepreneurs like you thrive.
10. How Will You Help Me Save Time and Money?
Ultimately, your CPA should make your life easier and help your bottom line. Ask how they’ll do that!
Why It Matters:
- A great CPA streamlines your processes, so you can focus on running your business.
- They’ll uncover savings you might miss on your own.
At Insogna CPA, we simplify your finances so you can spend less time on numbers and more time growing your business.
Let’s Talk About Your Business Needs!
These 10 questions can help you find a CPA who’s the perfect match for your business. And here’s the good news: at Insogna CPA, we’ve got the answers you’re looking for.
📞 Schedule a discovery call today and see how we can help you save time, reduce stress, and grow your business. Whether you’re in South Austin, Round Rock, or anywhere in Austin, we’re here to help.