How to choose an accountant and financial advisor for our company?

| Reading Time: 2 Min

Choosing an accountant and financial advisor for your company is an important decision that requires careful consideration.

 

Here are a few steps to help you choose the right professional for your company:

 

1.Determine your needs:

 

Before you begin your search, it’s important to understand what services you need. For example, do you need help with tax planning, budgeting or financial forecasting? Knowing your specific needs will help you narrow your search to professionals who specialize in these areas.

 

  2.Research potential candidates:

 

Look for professionals who have experience working with businesses similar to yours. You can ask for recommendations from other business owners, check professional associations, and review online reviews and ratings.

 

3.Check qualifications and credentials:

 

Make sure the professionals you’re considering are licensed and certified. In the case of an accountant, he or she should have a CPA (Certified Public Accountant) certification. In the case of a financial advisor, he or she must have a CFP (Certified Financial Planner) certification.

 

4.Ask for references:

Ask potential candidates for references from former or current clients. Contact the references and ask about their experience working with the professional.

 

5.Interview potential candidates:

Make an appointment or phone call to discuss your needs and ask questions about their experience, qualifications and approach to working with clients.

 

6. Trust your intuition:

Ultimately, the most important factor in choosing a professional is whether you feel comfortable working with them. Trust your instincts and choose a professional you feel you can trust and with whom you can communicate effectively.

 

It’s also important to note that the professional should be able to understand your business, your goals and be willing to work with you long-term.

TRA is one of the leading tax and audit advisory firms in Central and Southeast Europe. TPA Group has offices in eleven countries – Albania, Austria, Bulgaria, Croatia, Poland, Romania, Serbia, Slovakia, Slovenia, the Czech Republic and Hungary – and around 1,200 employees.

Our services include audit, accounting, tax and legal advisory, business consulting. Our work is characterized by the highest quality, constant improvement of our know-how, special attention to the needs of our clients.

TPA specialists have in-depth knowledge and are particularly competent in the field of company formation, company reorganization and succession, organization of legal forms, as well as in labor and social security law.