Know the Signs: How to Know it’s Time for a New CPA


As a business owner or individual, a Certified Public Accountant (CPA) is essential to your financial team. They offer a wide range of services, including financial planning, tax preparation, bookkeeping, and auditing. However, there comes a time when you may need to consider looking for a new CPA.

In this article, let’s look at five signs indicating it’s time to start searching for a new CPA. Here’s what you need to know:

1. Lack of Communication

Communication is key when it comes to dealing with your finances. A good CPA should be able to explain complex financial matters in simple terms that you can understand. 

A lack of communication can lead to misunderstandings, missed opportunities, and financial losses. Your CPA should be responsive to your calls and emails and be available to answer any questions.

2. Lack of Expertise 

A lack of expertise is a major red flag when finding a CPA. A qualified CPA should have a deep understanding of accounting and tax law and be able to provide advice on various financial matters. If your CPA cannot answer your questions, or if you find that their advice could be better, it may be time to look for a new one.

When looking for a new CPA, do some research to find out what their qualifications and experience are. Ask them questions to ensure they are knowledgeable in the areas you need help with. It’s also essential to find out how long they have been practicing and if they have any specialties. 

3. Lack of Initaitive 

A good CPA should be proactive in helping you understand and manage your finances. They should be able to provide valuable advice and guidance on managing your finances and help you make sound decisions. If your CPA is not actively involved in helping you manage your finances, it may be a sign that they are not the right fit for you. 

A CPA that is content with providing basic services and not taking the initiative to find new and innovative solutions is not the right fit for your business.

4. Lack of Availability

Your CPA should be available to meet with you when you need them. If your current CPA is difficult to get in touch with or takes a long time to respond to your requests, it may be time to start looking for a new one.

A good CPA should accommodate your schedule and be available to meet with you in person, via phone, or via video conference. If your current CPA is unavailable when you need them, it may be time to start looking for a new one.

5. Lack of Trust

Trust is an essential component of any professional relationship, especially when it comes to your finances. If you don’t trust your current CPA, it may be time to search for a new one. Trust issues can arise due to a lack of transparency, missed deadlines, or errors in financial statements. If you feel uneasy about the advice or recommendations your current CPA provides, take it as a sign to start looking elsewhere.

The Bottom Line

A good CPA is an essential part of your financial team, and it’s important to find one that meets your needs. If you are experiencing any of the signs discussed above, it may be time to start looking for a new CPA.

You can start by asking friends, family, or colleagues for recommendations. It’s also important to research and interviews potential CPAs to ensure they have the necessary expertise, communication skills, and availability to meet your needs. Remember, your financial well-being is at stake, so take the time to find the right CPA.

If you are looking for excellent and competent accountants in Framingham, we can help you. Ash CPA has a team of trusted CPA accountants and offers tax services. Let our CPAs take charge. We deliver high-quality services at an affordable cost. Contact us today to find the best CPA and get started!