Welcome to www.OnlineOrganizing.com -- A World Of Organizing Solutions Your Order Your Shopping Cart About Us Contact Us Site Map
Do You Need Help Getting Organized?Shop For Organizing And Business Development ProductsProfessional Organizing ServicesFind A Seminar, Workshop, Or Keynote SpeakerRead Our Two Free Monthly NewslettersFree Organizing Tips And AdviceResources For Professional OrganizersLearn How To Become A Professional OrganizerUseful Organizing Website LinksUseful Organizing Website Links

Search for:


You Are Here: Home - Expert Advice - The Organizer's Toolbox - Tip Sheets

NEW! - Keywords For This Page:   Accounting - Finances

Selecting An Accountant

Feel free to use this tip sheet / checklist as you tackle your own ""do-it-yourself"" organizing projects. If you would like to REPRINT or DISTRIBUTE this information, please click here for reprinting instructions.


  • bookkeeping and work simplification
  • tax services
  • preparing financial statements
  • management advisory services
  • data processing


  • What is your area of expertise?
  • How many other clients do you handle yourself?
  • Who else in the firm would be working on my account?
  • Are their hourly rates the same or different than yours?
  • How long have you been working as a CPA?
  • What is your work history?
  • How accessible will you be if I have a question?
  • How do you bill?
  • If my firm grows, can you grow with me?
  • How much of your time is spent helping clients with planning?
  • How much of your time is spent on compliance work?
  • What are your professional affiliations?
  • How do you stay up-to-date on accounting practice?
  • How many of your clients have been audited?
  • Why were they audited and what was the result?


  • be accessible within reason
  • submit reports in a timely fashion
  • itemized your bills to show hours expended and services provided
  • not be learning her job on your time and money
  • be up-to-date on legal and legislative changes
  • inform you of the status of your business and / or holdings
  • involve you in all decisions
  • expect to represent you in an IRS audit, should one occur
  • refer you to other professionals if you step outside her expertise
  • help you streamline your financial record-keeping tasks
  • be able to advise you on your personal tax planning questions


Linda Berggren is a CPA with Gifford, Hillegass, and Ingwerson. For more information, go to the GH&I website at www.ghi-cpa.com.

Would you like to reprint this tip sheet in your publication -- or distribute it to a wider audience? Click here for reprinting instructions.

Click here if you would like to submit a tip sheet or checklist...

Add this page to your Bookmarks!

E-mail this page to a friend!

www.OnlineOrganizing.com is a service mark of Bradford, LLC.
Content on this site is © Bradford, LLC, All rights reserved.

If you notice any problems with this site, please contact our webmaster.
And if you don't see what you need you are welcome to "ask the organizer" any question!

To see what people are saying about www.OnlineOrganizing.com, check out our visitor comments.

Click here to view our privacy policy.

Calendar Of Organizing Holidays And Events Blog Central Sign Up For Our Free Online Newsletters Join The Conversation At Our Organizing Discussion Board Advertise Your Company On Our Website Be An Affiliate Of www.OnlineOrganizing.com
Check Us Out On FaceBook