Put the Services You Need First
Do you need help with budgeting and forecasting? Cash flow management? Tax filing? Work backward from there to find professionals who offer those services.
Specialists vs. Generalists
If you’re in a complex industry or one that changes frequently, a specialist can offer support a generalist can’t. Look for a pro who knows your type of business.
CPAs, EAs, and Other Designations
It can cost more to hire a specific type of professional. Understand those letters after an accountant’s name—and whether you actually need them.