When David and Latesha met some of our new clients, their first impressions were distant and nervous. But after only a few days together, cold, professional handshakes melted into warm embraces. Latesha shares her experience of making friends with near-strangers in this Tale from the Trail.
Though there are many misconceptions about changing CPA firms for your financial services, the bottom line is that if you’re choosing a more valuable firm, the process should be smooth and simple.
When you interview for a new position, it’s as much your chance to get a feel for the company and culture as it is for the company to get to know you. Make the most of this process by asking questions consistently and carefully observing small hints of what it may be like to work there.
When your organization is required to have a CPA firm prepare financial statements, you may think your best value is the firm with the lowest fee. That’s not always the case. It’s not just about how much the service costs; it’s about how well you’re served for any cost.