Sunday 26 February 2017

How to Choose a CPA for SMB

For entrepreneurs, the right outsourced CPA can play a role just as important as your core staff. Profits are what drive progress, and this principle holds more true than ever for SMBs that are watching every dollar that comes in and out. Here are a few tips about how to choose the right accountant for client bookkeeping solutions for SMBs.

1. Get Assistance with Cash Flow

Entrepreneur recommends that apart from bookkeeping tasks you might be able to take on yourself, it’s absolutely essential to use Professional Bookkeeping Services to deal with cash flow, deadlines for filing dates, and helps avoid penalties. Going with a local agency for bookkeeping services Houston is advisable, since being able to get in touch with your CPA face-to-face can make keeping track of these things more manageable. 

2. Get Training on Quick Books

In weighing whether entrepreneurs can do their own bookkeeping or should hire a CPA, Business 2 Community highlights the importance of learning about systems like Quick Books. In other words, knowledge is power, and that applies especially to staff training as a long-term investment. Using an accounting firm that not only offers seasoned CPAs, but also provides training opportunities, is an invaluable service. This is also one of the biggest differences you’ll find if you use an agency with multiple CPAs, rather than someone working on their own.


Whether your start up is in its infancy or has profits expanding exponentially each year, knowing how to navigate the IRS Houston TX is important to maintaining growth and smart bookkeeping. That means hiring a certified professional to do it for you, as well helping to guide major business decisions and planning.

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