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posted May 30, 2026 · 1 hour, 51 minutes ago

Switching accountants after 6 years — how to evaluate a new CPA for small business?

Been with the same CPA for 6 years. Service has declined — slow responses, missed a depreciation schedule last year, feels like we're not getting proactive advice anymore. Looking for a new CPA or accounting firm. What should I be asking when evaluating options? How do I know if they actually understand retail/hardware business vs just doing generic bookkeeping?
Vendors
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3 Comments

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SC
Small-business CPA · 18 yrs · 1 hour, 51 minutes ago
Carol from Hartwell CPA. Great question and here's what I'd ask any CPA you're evaluating: 1. 'How many retail or product-based businesses do you currently serve?' — you want someone who understands inventory accounting, COGS, and shrinkage. 2. 'What depreciation methods do you use for retail fixtures and equipment?' — if they can't answer this quickly, red flag. 3. 'When did you last proactively reach out to a client about a tax-saving opportunity?' — ask for an example. Good CPAs are proactive, not reactive. 4. 'What's your average response time for client questions?' — should be under 24 hours for anything non-urgent. Also: fixed monthly fee structures are usually better for you than hourly — aligns incentives properly.
HR
Hardware retail · 11 yrs · 1 hour, 51 minutes ago
The depreciation question is perfect — that's exactly what my current CPA missed last year. I'm going to use this list. Do you serve Ohio-based retail businesses?
SC
Small-business CPA · 18 yrs · 1 hour, 51 minutes ago
We're Colorado-based but serve clients nationwide — everything is handled remotely these days. Happy to schedule a free 30-minute call.