How to choose the right CPA for my personal finances?
Know exactly what you need
Quebec has 41,000 CPAs who are active in all sectors of the economy and practice in specific areas of expertise. A large number of CPAs work in firms or as sole practitioners, but many also work at companies, in the public sector and in education. This is why it is important for you to know exactly what you need so that you can pick the right professional to guide you among professionals who offer services to individuals.
By taking the time to choose the right CPA, you focus on creating a human connection with a trusted professional, which is extremely important whenever you seek an advisor.
Here are some good ways to make an informed decision.
Know exactly what your needs are by understanding your reasons for wanting to work with a CPA.
Search the online CPA Directory to obtain contact information for CPAs who provide services in your region and might be able to meet your needs.
Speak to several CPAs, explain your needs to them, and ask them questions (for example, about their areas of expertise, interests and rates).