If you are a small business owner or entrepreneur in the U.S, you've plenty on your plate, cash flow, employing the best people, building your client base. But one you shouldn't take lightly is finding the right accountant. A good accountant doesn’t just file taxes, they help you develop your company, plan for the future and stay away from expensive mistakes.
We at The Fino Partners understand how vital it is for small businesses to find an accountant that knows their particular requirements. What you should look for, questions to ask and the way to get the best financial partner will be discussed in this article.
9 Factors You Should Keep in Mind When Finding an Accountant
Below are the 9 factors you should keep in mind when finding an accountant:
1. Why Finding The Right Accountant Matters
Every business is unique. A restaurant owner needs different accounting services than a freelance web designer or a construction company. To find an accountant that knows your industry means much more than filling out forms, they are providing you with insights into your business model, revenue cycle and expenses.
An accountant who knows your business could:
- Spot relevant deductions you may overlook.
- Structure your business (LLC, S Corp, etc.) for tax savings.
- Offer advice at seasonal highs and lows.
- Prepare financial reports that make sense for investors or lenders.
At The Fino Partners, we believe choosing the right accountant is a business decision, not a tax one.
2. Know What You Need Help With Before You begin looking
Ask yourself, what do I need help for?
- Is it just tax preparation?
- Need help with monthly bookkeeping services?
- Payroll processing?
- Business planning or cash flow forecasting?
Some business owners simply need assistance during tax time. Others need somebody year-round. The more specific you're about your needs, the easier it is to look for an accountant who could help.
3. Look for Industry-Specific Experience
Did you employ a plumber to repair your roof? Most probably not. The exact same reasoning holds for accounting. You need somebody who knows your industry's regulations and trends.
Why this matters:
- A retail business has inventory and sales tax problems.
- A consultant might handle 1099s and quarterly estimated taxes.
- A tech startup could get R&D tax credits or investor-ready reports.
Ask candidates when interviewing whether they have worked for businesses like yours. At The Fino Partners, we match clients with accountants with expertise in the same industries, saving time and improving accuracy.
4. Ask About Technology and Tools
We are in a digital world. Your accountant must know your business tools and software or could recommend better ones.
Ask about:
- You've QuickBooks Online, Xero or FreshBooks experience.
- Cloud-based document sharing.
- Automated expense tracking tools.
- Virtual meetings & electronic filing.
The more tech savvy your accountant is, the more precise your financial procedures will be. And if you want to save time too , that is also a win.
5. Consider Communication Style
Numbers are confusing. An excellent accountant understands math and how to explain it in simple language.
In case you are searching for an accountant look for one who:
- Answers promptly to emails or calls.
- Explains things clearly without jargon.
- Proactively sends you notice of deadlines or changes in tax laws.
- Understands your business objectives.
We at The Fino Partners often recommend meeting with a potential accountant before hiring. A quick consultation is going to tell you exactly how well they listen, describe, and interact in your circumstances.
6. Check Credentials & Reviews
In the U.S, not all accountants are CPAs (Certified Public accountants), however getting the designation provides you with more assurance. CPAs pass state examinations and must maintain continuing education.
Other things to check:
- Are they licensed in your state?
- Do they carry liability insurance?
- Can they represent you before the IRS if necessary?
Check out online reviews too. Sites like Google, Yelp & LinkedIn could show you what other clients think. We hire only vetted professionals who show dependability, transparency and expertise in The Fino Partners.
7. Understand Their Fee Structure
Price is important but shouldn't be the only one. Look for an accountant and discover how and what they charge.
These are common pricing models:
- Hourly rates (typical for consultations or special projects).
- Flat fees (for services like tax prep or monthly bookkeeping).
- Monthly retainers (best for ongoing services).
Ask these questions:
- What's in the fee?
- Are there extra charges for questions or calls?
- Do they do customized packages?
To have this clear up front can save you surprises bills later and also help you to discover a service which suits your budget and requirements.
8. Ask For Referrals
Sometimes the simplest way to locate an accountant is by contacting someone you know. Recommendations could come from fellow business proprietors, local networking groups, or your attorney.
Also, firms like The Fino Partners match small businesses with vetted accounting professionals throughout The U.S, saving you time and ensuring you're hiring someone reputable and experienced.
9. Search For a Long-Term Fit
You are not merely hiring a person to file a couple of documents, You are working with somebody who can help you navigate your financial future.
A good accountant will assist you :
- Track and grow profits.
- Cut expenses.
- Plan for major purchases or expansions.
- Navigate rough times.
At The Fino Partners, our clients sometimes retain the same accountant for a long time because trust, consistency and understanding are just as important as the numbers.
Related Resource
- QuickBooks Online Accountants Near Me: Choosing the Right One 2025
- Top Reasons to Hire an Accountant for Small Business Success
- Why Your CPA Firm Should Hire a Dedicated Accountant Today
At the end of the day, employing an accountant is more than a tick box on a to-do list. It is about finding somebody who knows your business and cares about your ability to succeed. Someone who does much more than crunch numbers and also provides insight, strategy and peace of mind.
Trying to find an accountant who gets your business, cares about interaction and gives results? The Fino Partners can help. We connect U.S companies with qualified, trustworthy accountants that meet their market and objectives.
Whether you are just starting, scaling up or even preparing for tax season, the right accountant will save you cash, lessen stress and make better choices. Begin your search today and provide your business the financial support it deserves.
