Important Factors when Choosing an Accounting firm
Selecting the best accounting firm option involves considering several key factors to ensure it meets your business needs and expectations. Here are some guide steps we suggest you can follow:
1. Identify your needs and objectives: Clearly define what services you need from an accounting firm (licenses renewals, taxes, payroll, consulting, etc.) and what your expectations are in terms of quality, cost and customer service. We can help you with this information at: esgforum@esgaccounting.com
2. Research available options: Look for accounting firms that have experience in your industry and business size. You can get recommendations from other business owners, consult professional directories or search the internet. (At ESG, we are specialized in restaurants and new businesses).
3. Evaluate reputation and credentials: Review the reputation and credentials of each accounting firm. Make sure they are properly licensed, certified, and have a good track record of compliance. (We got you covered!)
4. Consider capacity and resources: Evaluate the accounting firm's ability to handle your workload and specific needs. This includes its size, professional equipment and technology used.
5. Adjustment to budget: Request costs of the services you require and make sure you fully understand what is included in each option and if there are additional costs. We can help you with this information at: esgforum@esgaccounting.com
OUR COMMITMENT IS TO ASSURE THE SERVICES ACCORDING TO YOUR BUSINESS NEEDS
6. Interview and visit: If possible, schedule an interview or a visit to determine if there is a good compatibility with your company. We will be happy to hear about your business needs and schedule a meeting!
7. Ask for references: from current or former clients of the accounting firms you are considering. This will give you an idea of their past performance and customer satisfaction.
8. Review the contract: Before committing, carefully review all the terms of the contract proposed by the selected accounting firm. Make sure everything is clear and that you agree to the conditions.
9. Monitor Performance: Once you select an accounting firm, monitor their performance closely during the first few months to ensure they meet your expectations and needs. We trust that our team will help you reach your accounting goals in the most proper way!
10. Periodic re-evaluation: Conduct periodic evaluations of the accounting firm to ensure they remain as the best option for your company as your needs and circumstances evolve. We believe feedback makes us improve and continue offering the best personalized services according each client´s needs!
We believe ESG will align with the specific needs and goals of your business. Let us know what you are looking for and we will happily reach out! esgforum@esgaccounting.com