4 Ways to Get the Most out of Your CPA Relationship
4 Ways to Get the Most out of Your CPA Relationship

4 Ways to Get the Most out of Your CPA Relationship

Successful business owners and leaders build a network of trusted advisors to help them achieve their goals, including CPAs. But how can you ensure you are using your CPA relationship to the fullest? Here are four tips for getting the most out of your relationship with a CPA.

1. Partner with a CPA with industry expertise

If you’re not currently working with a CPA, seek out a firm that has specific expertise in your industry. Interview several CPAs to find the right fit for your organization’s needs. Ask them about other clients they work with that are in your industry, and find out if you can speak directly with some of those clients.

2. Communicate proactively

Keep your CPA informed on what’s happening at your business. Although many clients naturally build solid relationships with their CPAs through the normal course of doing business, a little proactive communication can go a long way towards heading off any financial challenges and fostering a rewarding relationship.

3. Ask questions

If you have questions about the tax effects of certain decisions, or about how to approach banking relationships, do not hesitate to ask your CPA. He or she has probably addressed those same issues many times before and can offer valuable input.

4. Make their jobs easier

What’s one of the best ways to build a relationship with someone? Make his or her job easier. Many companies opt to share access to employee data and reports through online reporting tools. By allowing their CPAs to view fiscal year-to-date reports and other information, you can help make the year-end process run more smoothly and save your CPA valuable time—which in turn, saves you money.

Another way to strengthen your relationship and make your CPA’s life easier is to connect them with Paycor’s CPA Care team. This dedicated group of professionals provides a complimentary concierge service to CPAs of our clients to answer their questions and support them throughout the year, especially during tax time and year-end. Learn more by connecting with a Paycor representative.


Sources: Scroggins Grear, Paycor CPA Care

More to Discover

Paycor’s Top 5 HCM Technology Trends of 2019

Paycor’s Top 5 HCM Technology Trends of 2019

We want to make sure you’re prepared for the trends that will shape the HCM technology space and your role in it. In this webinar, HR and Benefits expert, Brian Craft will share his perspective on how leveraging these trends can drive employee engagement, increase productivity and allow you to make smarter decisions directly affecting your bottom line. Speaker: Brian Craft Brian is the Group Product Manager for HR and Talent at Paycor where he guides the vision and execution for high growth of Paycor’s HR, Benefits and Talent product portfolio. He leads a team of product managers and is partnered with talented designers and engineers to deliver the best human capital management solution for small and mid-size businesses.

Labor Law Updates

Labor Law Updates

What are the latest NLRA rules and modifications employers need to know? Join us as we discuss the most noteworthy changes of labor law within the Trump era. Speaker: Justin Flamm As co-chair of Taft’s Employment practice, Justin handles a wide range of labor and employment matters. His experience includes lawsuits and administrative charges involving race, sex, age, disability and religious discrimination; wage and hour matters under the Fair Labor Standards Act; employee handbooks and workplace policies: and other issues relating to employment relationships.

Open Enrollment Benefits Assessment

Open Enrollment Benefits Assessment

Design the perfect open enrollment in 4 clicks. Take our interactive assessment, below, to see where you stand! (content will load shortly) Content loading... Please enable javascript!

2019 Social Security Taxable Wage Base

2019 Social Security Taxable Wage Base

Both employees and employers have to pay social security tax and split the total amount due for each employee. Currently, the social security tax withholding rate is 6.2% for both employees and employers. For those self-employed, the rate is 12.4% because they have no employer to split the tax. However, the Old Age, Survivors and Disability Insurance (OASDI) program sets a limit on how much of an employee’s income can be taxed in a given year. This limit changes each year and is based on the average wage index. The Social Security Wage Base is the maximum gross income on which Social Security tax can be imposed on an employee.The limit is $132,900 for 2019, meaning any income you make over $132,900 will not be subject to social security...