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

How to Process Payroll

How to Process Payroll

The best way to process payroll is to not process payroll. Your HR & Payroll provider should do that for you. The truth is payroll is too time intensive and complicated (especially if your business has locations in more than one state). Payroll compliance can get tricky too if you don’t have an expert keeping track of every new rule and regulation.The good news is, payroll software can help businesses automate much of the process, prevent compliance headaches and ensure you don’t pay employees incorrectly.Whether you are struggling to do it all yourself or have a payroll provide like Paycor take care of most of the work for you, it’s good to know all the steps that go into process payroll. Let’s walk through them.(If you are ever...

Case Study: Romantix

Case Study: Romantix

A disjointed HR and payroll process and the need for state-to-state oversight led Romantix to Paycor. “The whole HR Support Center and training hub is amazing. We definitely used the COVID support a ton. It’s nice because we have stores in multiple states it helps us keep track of everything we need to know. Regulations are ever-changing, and Paycor helps me keep up to date state-by-state.” - Adrienne Hernandez, HR Specialist Why Romantix left their payroll provider With 60 stores across 15 states, Romantix needed an HR and payroll provider that could handle different tax environments and state regulations. With their previous provider, the HR process was disjointed, lacked cohesive reporting and didn’t have any foreseeable fixes to the...

PTO Donations Program: Donor Form Template

PTO Donations Program: Donor Form Template

In times of crisis, businesses—and their employees—naturally find themselves searching for ways to help. One easy way to provide support to those who need it is a PTO (Paid Time Off) Donation Program. Employees can donate the value of the time off they have accrued but not yet used. Depending on how your program is set up, the recipient could be a specific employee, a company-wide pool or an external charity. Download PTO Donor Form Template What is a PTO Donation Program? It’s easy to see why an increasing number of companies are turning to PTO Donation programs. It’s not just that the public health and economic situation have caused suffering throughout the country. What adds to the unique circumstance is that due to the pandemic many...

[Infographic] Here’s How Businesses are Managing the New Reality of Work

[Infographic] Here’s How Businesses are Managing the New Reality of Work

Paycor surveyed nearly 600 leaders of small and medium-sized businesses about their plans for 2020. In this infographic, the HR and CFO leaders we surveyed describe the impact COVID-19 had on their business, including whether or not they received government funding.Share this Infographic On Your SitePlease include attribution to Paycor with this graphic.