5 Ways to Get More Value from Your CPA

Here are five ways to get more value from your relationship with a CPA:

1. Communicate regularly: Keep your CPA informed about changes to your business, financial goals, and any concerns you may have. Regular communication can help your CPA provide more personalized and effective advice.

2. Be organized: Keep your financial records up-to-date to make it easier for your CPA to do their job. This can also help you spot potential issues before they become serious problems.

3. Set specific goals: Work with your CPA to set clear financial goals for your business. This can help you stay on track and make better-informed decisions about investments and growth opportunities.

4. Ask questions: Don’t hesitate to ask your CPA questions about your finances or the services they provide. A good CPA will happily explain things and help you better understand your financial situation.

5. Stay informed: Keep up-to-date on the latest tax laws and financial regulations that affect your business. This can help you make better-informed decisions and avoid costly mistakes.


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