🧾 How to Choose the Right Accountant for Your Business (and Why It Matters More Than You Think)

When you're running a business—whether you're a solo entrepreneur, managing a small team, or scaling quickly—there comes a moment when doing the books yourself just isn’t cutting it anymore. Maybe you’re falling behind on reconciliations, stressing about taxes, or unsure whether you’re even making a profit.

That’s when most people decide: It’s time to find an accountant.

But how do you know who the right accountant is? Not all accountants are created equal, and the relationship you build with yours can seriously impact your financial clarity, tax efficiency, and even your long-term business growth.

At Doumouras + Company, we’ve worked with small businesses across industries, and we’ve seen first-hand how choosing the right financial partner can make or break your backend operations. So here’s a helpful guide to choosing the accountant that’s right for you.

✅ 1. Know What Services You Need

Start by identifying what you actually need help with. Some common services include:

• Bookkeeping – day-to-day categorization and reconciling

• Payroll – processing employee payments and filings

• Financial Reporting – preparing reports like P&Ls and balance sheets

• Tax Prep & Planning – filing returns and minimizing liabilities

• Advisory & Consulting – forecasting, budgeting, and big-picture strategy

Some accountants offer full-service packages (like we do), while others specialize in tax or compliance only. Make sure their offerings match your pain points.

🤝 2. Look for a Partner, Not Just a Preparer

An accountant shouldn’t just plug numbers into software once a year and disappear.

You want someone who:

• Communicates clearly

• Understands your industry

• Answers your questions with patience

• Proactively offers advice

Your accountant should make you feel empowered, not confused. Think of them as part of your business team, not just a one-and-done contractor.

🧠 3. Check Experience & Credentials

Don’t be afraid to ask:

• How long have you been doing this?

• Do you work with other clients like me?

• Are you a CPA, EA, or qualified bookkeeper?

• What software do you use?

At Doumouras + Company, for example, we bring over six years of public accounting experience, a Master’s in Accounting, and deep knowledge of industries like real estate, hospitality, and small business operations.

💻 4. Make Sure They're Tech-Savvy

Modern accountants should be using cloud-based tools like QuickBooks Online, Gusto, Bill.com, and Hubdoc to streamline your financial systems.

Ask:

• How do you manage documents and receipts?

• Will I have access to real-time data?

• Do you offer regular check-ins or dashboards?

If they’re still working entirely in Excel and snail mail, that’s a red flag.

🏷 5. Understand Pricing—And What You’re Getting

Some accountants charge hourly. Others offer flat-rate monthly packages (which we do, so you always know what to expect). Make sure you understand:

• What’s included

• What’s considered “extra”

• How often you’ll hear from them

Cheapest isn’t always best. A $400/month bookkeeper who keeps you organized and compliant may save you thousands in missed deductions and penalties.

🗣 6. Ask for Testimonials or Case Studies

Good accountants will have happy clients who are willing to share their experiences. Ask for a few references, or check out online reviews.

At Doumouras + Company, we love when our clients say things like:

“I finally feel like I understand my finances for the first time.”
“Cora caught things my last accountant missed completely.”

🏁 Final Thoughts: The Right Accountant Brings You Peace of Mind

At the end of the day, your accountant should make you feel informed, confident, and supported. If they’re doing their job right, you’ll spend less time stressing about money—and more time doing what you love.

If you're looking for a small firm that brings both heart and know-how to your financials, we’d love to chat. At Doumouras + Company, we offer bookkeeping, payroll, and financial consulting services tailored specifically to small businesses and growing entrepreneurs.

👉 Want to see if we’re a good fit?
Schedule a free consult here or email us at Cora@DoumourasCompany.com.

Let’s build something great together—starting with your numbers.