Choosing the Right Accountant
Choosing an accountant isn’t just about finding someone who can crunch numbers, it’s about finding a trusted partner who can guide your financial decisions, help you stay compliant, and give you peace of mind. Whether you're an individual looking for help with taxes or a business owner seeking year-round financial support, the right accountant can make all the difference.
Understand Your Needs
Before you start your search, take a moment to assess what you really need. Are you looking for someone to handle personal taxes once a year, or do you need ongoing bookkeeping and strategic business advice? Your needs will help determine whether you should hire a solo accountant, a firm, or even a virtual service like B & K Financial that provides flexible, year-round support.
Experience & Specialization
Not all accountants are created equal. Some specialize in personal tax planning, while others focus on small business accounting, healthcare professionals, real estate investors, or non-profits. Look for someone who has direct experience in your industry or situation, they’ll know the nuances, common deductions, and red flags to watch for.
Communication
This is especially important in today’s digital world. Do you want to meet in person or are you more comfortable with virtual meetings and digital uploads? At B & K Financial, for example, everything is designed to be fully virtual, making it easy to get expert help without ever stepping into an office. Make sure your accountant is available when you need them, not just during tax season.
Credentials & Qualifications
Make sure your accountant is qualified. Certified Public Accountants (CPAs), Enrolled Agents (EAs), and licensed tax professionals all meet different standards of education and testing. Ask about their certifications, ongoing education, and how they stay current with tax laws and financial best practices.
Reviews & Referrals
One of the best ways to find a great accountant is through word-of-mouth. Ask friends, family, or business peers who they trust. You can also check online reviews and testimonials to get a feel for client satisfaction, responsiveness, and overall experience.
Pricing & Transparency
Beware of hidden fees or unclear billing. Some accountants charge by the hour, while others offer flat-fee or subscription-style pricing. Transparent pricing helps you plan better and avoid surprises. At B & K Financial, we’re proud to offer a subscription-based model with no long-term contracts and no hidden costs, so you always know what you're paying for.
Since 2018