Evaluating the CPA's ability to tailor the service for your needs and wishes

Will the CPA tailor the service to fit your exact needs and wishes - or consider your request "silly"?

Each industry and each business within any industry will be found to have many individual needs and wishes when it comes to financial planning.

While certain BASIC elements are similar - everyone is, for instance, interested in cash flow, profit, etc. - there are many individual considerations as to what is important.  Engineering and Architecture design firms are no different.

Obviously, a business owner sets his own order of importance on things he wants to follow and develop in his own company. Nothing mystical about that, is there?

And there's a tremendous amount of insight available just with the BASIC accounting services simply because your monthly accounts already FOLLOW most of those figures that GIVE you the information you need.

All you need is your CPA to interpret the data and translate it to you.

But only if you ASK for it.

And when you ask for it, it is worthwhile to pay attention to what the CPA's attitude is towards your request.

Accounting services - part routine... but not all

Accounting services are easily seen as something wholly ROUTINE; an activity concerned only with keeping the records and filing taxes.

Part of it is that, admittedly.

But there's a HUGE area of expertise that is totally outside any ROUTINES. That is the strategic and tactical support which a CPA can give you on continuous basis.

And THAT takes quite some tailoring.

It isn't the routine work of filing tax forms that's different one CPA firm to another. It is the degree of attention YOUR company is given by a CPA - and the willingness to tailor the service precisely according to your individual needs and wishes.

If all companies were identical and all their owners' goals the same, then there would be no need for any tailoring.

But that's not the case, is it?

YOU have specific goals. YOU have very individual objectives and your own order of importance for things. And your circumstances are also unique... so all combined you need service that's tailored for YOU especially.

What information do YOU need in particular?

In which form would you want it, how often - and how fast?

Is there some spot where money is lost and you want it corrected quickly?

Which areas in your engineering company would you want your CPA to monitor with extra care and report the slightest deviation from the course you've set?

Where do you know there's more to be gained in your architecture design firm - and how would you want the accountant to analyze those figures and possibilities... and would you want him to suggest a simple program to utilize the opportunities your hard work has already earned you?

How often would you want to go through your expenses and income-producing activities to ensure maximum profits from your existing activity?

What plans do you have for expansion - and what would you want your CPA to find out for you?

Personnel matters, tax savings, retirement plans?

There is so MUCH that can be done - if you ask for the service and GET what you ask for.

How to evaluate the willingness and ability to tailor your CPA service to your exact needs

Accounting Professionals aren't all the same.

Some prefer the more traditional way of delivering accounting services that mainly concentrates on keeping the books, doing monthly and yearly accounts, and filing taxes.

Nothing wrong with that, as such.

But if YOU want a tailored service, you will have to turn to a CPA AND find out how willing he or she is to DELIVER such service.

If you want a tailored service, don't listen to anyone telling you that it wouldn't be necessary.

If someone promises a tailored service TOO EASILY, off the cuff -like, notice that it isn't a small thing to promise.

There are a huge number of questions that must be asked before an individually tailored CPA service can even be OFFERED.

Insider Tip

Pay attention to how many questions (and what type of questions) the CPA asks. The MORE he interviews you and the more questions he asks BEFORE giving you his quote on a tailor-made service, the more likely it is you'll receive a tailored service. Obviously, to even OFFER A QUOTE on a service tailored to your individual needs and wishes, he needs to MAP OUT THOSE REQUIREMENTS FIRST.

Insider Tip

How much is this type of tailored service going to COST then?

Well, the amazing thing is that it need'nt be at all expensive.

The INFORMATION for this service comes mainly from your monthly accounts - the basic service you're already paying for - and thus, you wouldn't necessarily expect to pay all that much for the tailored extras.

Not if it is organized correctly so that you get the maximum benefit by using the minimum of your CPA's time.

If you want to find out what outlines and issues a tailored CPA service based on YOUR individual needs and wishes would contain, I've got good news for you.

For a short while, you can get all the knowledge to do this on your own for free... AND the help of a CPA in mapping it out as a free bonus!

CLICK HERE to read about the A/E Dashboard Service — a unique eye-opener giving you all the "inside information" on how to receive much more out of accounting.

Of course, there's no obligation. You're welcome to use the information in order to adjust the service you receive from your current CPA or accountant.

If you have questions, please feel free to contact me personally at any time. You can call or e-mail me and I will be happy to answer any and all of your questions.

Best wishes,

John M. Krueger, CPA
About Our Firm
6231 E. 16th ST
Tucson, AZ 85711
Phone: 520-747-7191
Email: John@AEprofitedge.com
CONTACT FORM

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Which benefits should you get from the services of your CPA - what is really available IF you know to ask for it?

MONITORING your Key Financial Figures:

Why should your CPA service monitor the Key Figures of your engineering and architecture Co.? Which figures - and how?

COMPARING CPA services without being an expert:

This is how you can evaluate and compare CPA & accounting services without being an expert of finance or accounting!

COMMUNICATION without accounting terminology:

Learn to estimate how clearly a CPA or accountant can communicate the essential points of finance without using professional hard-to-understand terminology...

TAILORING accounting to meet your needs and wishes:

How to evaluate the willingness and ability of CPA / accounting firms to tailor your service precisely according to your individual needs and wishes?

CONSULTATION on the development of your finances:

Why is it so important to get together with your CPA / accountant once a month for a consultation on the progress of your financial year?