![]() ![]() How do you check if someone is a qualified accountant? Start Your SearchĪreas of Service: find an accountant, tax accountant, tax places near me, tax accountant near me, tax place near me, tax accountants near me, tax accountants, tax preparers near me Taking the time to understand your business' financial needs by interviewing a variety of accountants and CPAs with questions relevant to your business' needs will increase the chances of finding the right accountant. Discussing fees for a monthly or quarterly sit-down with a CPA before agreeing to it can be a long-term investment in a business to help discover waste and opportunities for investment. If there's new expenditures or you simply want a better handle on cash flow, sitting down with an accountant once a month can be an option to see opportunities where costs can be cut or redirected to more efficiently use money. Are fees charged hourly or is it on a monthly retainer? This is one example to make sure you're on the same page with an accountant or CPA. ![]() Feesĭetermining how fees work is another important topic to discuss. Other questions include asking how responsive they are to questions, how much experience the firm has in your industry, their education, licenses (e.g., CPA-designation) and references you can speak with before retaining their services. Understanding a firm's operating procedures can determine what level of comfort you'll have during routine tax preparation obligations or audits. Additional services that may be available include management consulting, creating and implementing a financial information system or reviewing transactions for future financing needs. Along with accounting firms, generally speaking, providing auditing, tax advisory services, record-keeping and accounting and business advisory services, there are ancillary business services that may be complementary to your own circumstances. The first thing to do is look at the accounting firm and see if it’s a good fit. However, what attributes do you look when selecting an accountant? Firm Service Evaluation When choosing the right accountant, especially for solopreneurs and early stage business owners, the right tax professional can provide thought out strategies to ensure personal and business fiscal matters are well taken care of. But learning how to find the right one goes beyond a Google search. Whether you're a first time entrepreneur or you're unhappy with your current accountant, finding the right accountant for your small business is an important part of any business plan. When not assisting her clients, Leena enjoys spending time with her family & traveling.Find Accountant How to Find the Right Accountant They have two daughters Shaleen & Serena. Leena and her husband Anil, live in Riverside. Leena is the Past-Chair of Taxation Committee of the Inland Empire Chapter of California Society of CPA’s for 2014-15. Upon passing the Certified Public Accounting exam, Leena was awarded the Elijah Watts Sell certificate in recognition of performance with high distinction when taking all four sections of the Uniform Certified Public Accountant Examination at one sitting. She also is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the California Society of CPAs. Leena received her Bachelor of Science degree in Commerce with concentration in Advanced Accounting and Auditing from University of Pune, India and her Masters of Science in Taxation from Golden Gate University. Leena works extensively with closely held manufacturers, distributors, heath care, professional services, real estate and non-profit industries. Maximizing value for her customers while ensuring regulatory compliance, communicating with clients in easy-to-understand manner, and being accessible and available to her clients when needed are some of her key attributes. In addition to possessing strong technical expertise, she specializes in auditing employee benefit plans. Leena has consulting experience in tax planning, tax research and tax compliance services. She has significant experience with non-profit entities as well as with high net worth individuals. With over 25 years in experience in public practice, Leena has broad experience in all areas of taxation and financial reporting for corporation, partnerships, trusts and individuals. Partner Email address is first initial last name at ramscpa dot net ![]()
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