12 Questions to ask a CPA or Bookkeeper

Before you move forward with someone who will help you with your bookkeeping, it is essential to ask a few questions. Getting the answers to these questions will ensure you get exactly what your business needs rather than a “package” that may or may not provide value in the long run.

We want you to be informed to make the best decision possible!

In addition, we have provided a link below to download this in a .pdf for when you visit with your potential bookkeeping provider.

12 Questions to ask a CPA or Bookkeeper:

1. Will you help me set up or refine a Chart of Accounts specific to my industry and business needs?

2. Will you help me understand how to use and leverage my financial software?

3. Will you ensure each transaction is accurately recorded and categorized in my Chart of Accounts?

4. Will my accounts (checking, savings, credit cards) be reconciled monthly?

5. Will you provide me with monthly financial statements for my business (Balance Sheet, Profit and Loss, Cash Flow Statement)?

6. Will you assist me in interpreting what my financial statements/data mean?

7. Will you provide me with Accounts Payable and Receivable Aging Reports at least quarterly?

8. Can you help me conduct a monthly, quarterly, semi-annual, or annual Expense Analysis?

9. Can you assist me in establishing and monitoring a budget?

10. Will you assist me in establishing efficient workflows for the recording and managing my financial data?

11. Do you have a client portal that allows us to communicate, share documents, and collaborate on my books regularly?

12. Can you provide me with an affordable custom monthly bookkeeping package that fits my specific needs with no hidden costs or surprises?

If you haven’t already guessed it, Clarion Bookkeeping can help with all of the above. 

Download the printable guide here:

Hope this helps!

If you would like to discuss this further, please contact us at your convenience.