- March 24, 2021
- Posted by: The Mauldin Group
- Category: Blog
Finding the right fit for your organization
Whether for a privately held business or a nonprofit, the right accounting firm will function as an extension of the organization. Therefore, your organization should pair with a firm that best aligns with your specific goals and needs. The selection process when hiring an accounting firm may be daunting for some; however, below is a brief guide of advice for Atlanta organizations to find the right financial accounting services firm best for them.
What to be mindful of when selecting an accounting firm
1. Review their reputation
A good reputation is earned—it cannot be faked. To qualify whether an accounting firm operates with good character, look into certain criteria such as leadership, educational background, client testimonials, and industry expertise. User-submitted online reviews may be a good starting point to check, but also consider seeking references that honestly reflect the work and quality of the accounting firm.
2. Evaluate their services
Similar to how your organization operates uniquely, accounting firms’ services may vary. Be sure to look into all the services a firm offers and weigh the available options accordingly. Consider factors such as what aligns with your organization’s needs and what services may be needed in the future. This could include simple bookkeeping assistance or the ability to conduct audits. The right accounting firm for your organization is the one that has experience with the combination of services you need.
3. Prioritize communication
Be mindful that your business will coordinate closely and often with its accounting firm. Given that, prioritize the intangibles of partnering with a third party—mainly, communication. A transparent, honest, and accessible financial accounting services firm is invaluable for the wellbeing of Atlanta businesses and organizations. When interviewing and vetting different firms, notice how open and available the team is; this may be an indicator of how the relationship will be. These qualities affect how the services are conducted as well as the quality of the results.
4. Assure compatibility
Atlanta has many financial accounting services firm options—which one is the right fit for your organization? A firm that is compatible with your organization will have industry expertise that lines up with objectives, mission, and values put in place. An effective way to learn about a firm’s experience and expertise is by interviewing them.
5. Meet with the firm
Get to know the people who run the firm and how they are able to help your organization. By having a conversation with the firm, you will have the opportunity to ask questions and learn more about their specialties. During an interview, consider bringing up topics such as the firm’s experience with organizations in your industry, who in the company you will coordinate and communicate with, what their fees are, and whether they have worked with an organization the size of yours.
Most accountants work with numbers; we work with people.
Reach out to Atlanta’s trusted accountants and CPAs
Brooks, McGinnis & Company, LLC is a Firm providing financial accounting services to the Metro Atlanta area. Our team of more than 40 experienced accountants and CPAs uphold the mission and vision of BMC, which aligns with the standards and goals of every client. Your organization’s success is our priority.
We specialize in serving
- Nonprofit Organization
- Privately Held Businesses
- Employee Benefit Plans
“Over the years, Brooks, McGinnis has gotten to know our work very well and understands our goals as a growing nonprofit. Not only are the audit team members focused on our current financial situation, but they have identified areas where we could improve our practices within the limitations of our small staff. We are very pleased with our progress and thank the knowledgeable and dedicated staff at Brooks, McGinnis for helping us prepare for growth and greater mission impact.”
Executive Director, Georgia Appleseed Center for Law & Justice