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 COVID-19 Command Center

Paycor's COVID-19 Command Center

We're excited to announce the release of Paycor's COVID-19 Command Center, a new analytics solution that delivers instant insights for crisis management. With the COVID-19 Command Center, you'll be able to: Prepare with real time insights Plan with actionable data Respond with the help of HR experts Recover quickly by playing the long game now Discover how your organization can make the best possible decisions with real time data, actionable insights and expert HR counsel.

Webinar: COVID-19 Summit - Why Leaders Need Technology More than Ever - 4/23/20 @12pm ET

Webinar: COVID-19 Summit - Why Leaders Need Technology More than Ever - 4/23/20 @12pm ET

The HCM industry has reached a fundamental crossroads. Now more than ever, leaders need HCM technology to help them see around corners. They also need to harness the power of their people for growth, but they lack the right tools. Join Paycor’s Chief Product Officer, Ryan Bergstrom, to get an insightful deep dive into the evolution of HCM technology and why the moment where in right now is such a critical time for SMB leaders. Speaker: Ryan Bergstrom Ryan is the Chief Product Officer for Payor and is responsible for setting the strategy for Paycor’s HCM suite to meet SMB market needs. Ryan spent 7 years at Ultimate Software, where he served as VP of Product Management. Prior to Ultimate Software, Bergstrom held manager and director...

Webinar: COVID-19 Summit: (KEYNOTE) How HR & Finance Can Reduce Costs - 4/23/20 @11am ET

Webinar: COVID-19 Summit: (KEYNOTE) How HR & Finance Can Reduce Costs - 4/23/20 @11am ET

Businesses are facing the difficult task of sustaining operations and serving customers while also limiting expenses during this crisis. Join Paycor’s Chief Human Resources Officer, Karen Crone and Chief Financial Officer, Adam Ante, to discover the top ways SMBs can reduce short-term costs and prepare to return to future growth. Speakers: Karen Crone and Adam Ante For today’s speaker, we have Karen Crone, Chief Human Resources Officer at Paycor. Karen is responsible for scaling Paycor’s people practices in support of its rapid growth and for reinforcing its strong culture across an evolving geographic footprint. Over the last nine years, Karen has helped Paycor grow from 400 to over 1,800 associates. Her current focus is on enhancing...

Coronavirus Aid Relief & Economic Security Act: What SMBs Need to Know

Coronavirus Aid Relief & Economic Security Act: What SMBs Need to Know

On March 27th, the Coronavirus Aid Relief and Economic Security Act (CARES Act) was enacted to provide financial relief to those impacted economically as a result of the Coronavirus pandemic.Paycor is waiting for additional guidance from the IRS and the Department of Labor to determine how we can best support our clients. We will communicate more information once guidance becomes available.The CARES Act keeps in place the credits established in the Families First Coronavirus Response Act, enacted March 18, 2020. View an infographic with the details here. Below is a list of additional details released as part of the CARES Act. Advance Payment of Payroll Credit Under the CARES Act, employers could get the payroll tax credit in advance....