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Questions to Ask When Choosing a Financial Service Provider

Written By: Editorial Staff
How long have you been in business?

What industries do you specialize in?

How many clients do you have in my particular industry?

What degrees and certifications do you have?

Do you participate in continuing education courses?

If I get audited, will you assist me with the process and how?

Which software programs do you have experience with?

Based on what you know about my business, how often would you recommend coming to my office to work?

What is your standard fee structure?

How many people work for your company? Who would back you up if you become sick when we need help?

Other than the ongoing responsibilities, what other strategic business advice will you be able to offer me?

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