Top 5 Questions to Ask Before Hiring a CPA

Whether you’re launching a startup, expanding operations, or simply trying to make tax season less stressful, hiring the right Certified Public Accountant (CPA) can be a game-changer for your business. But not all CPAs are created equal, and choosing the right one means asking the right questions.

In this article, we’ll explore five essential questions Lehigh Valley business owners should ask before hiring a CPA, plus how working with a local firm like Buckno Lisicky & Company can provide the trust, expertise, and insight you need to move forward with confidence.

Why Does Choosing the Right CPA Matter?

A CPA does more than just file taxes. The right professional can help you:

• Minimize tax liability
• Maintain compliance
• Streamline bookkeeping
• Provide strategic financial guidance
• Prepare for audits or ownership changes

But every business has different needs. Whether you’re in retail, construction, healthcare, or nonprofit management, the CPA you hire should align with your industry, goals, and communication style.

1. What Services Do You Offer Beyond Tax Preparation?

Many CPAs offer tax filing, but a truly valuable partner brings more to the table.

Look for services like:

• Financial statement preparation
• Bookkeeping and payroll support
• Tax planning and forecasting
• Audit assistance
• Business formation and consulting
• Succession planning

If your business is growing or evolving, you’ll want a CPA who can scale with you and offer proactive advice, not just plug numbers into a form once a year.

2. Do You Have Experience in My Industry?

Tax rules and compliance issues can vary significantly between industries. A CPA familiar with your business type will understand relevant deductions, reporting requirements, and potential risks.

For example:

• A construction company may deal with job costing and contractor payments.
• A nonprofit must follow specific fund accounting rules.
• A retail business may have to navigate sales tax across states.

At Buckno Lisicky & Company, we serve clients across the Lehigh Valley in industries ranging from manufacturing to real estate, so we know the nuances that matter.

3. How Do You Communicate with Clients?

Clear, timely communication can make or break your experience. Ask how the CPA prefers to communicate:

• Are they available by phone or email during business hours?
• Do they schedule regular check-ins?
• Will they explain financials in plain language?

You want a CPA who is responsive and collaborative, not someone you only hear from in April. Open communication helps you stay on top of deadlines, understand your finances, and plan ahead.

4. How Do You Ensure Accuracy and Compliance?

Mistakes in your financials or tax filings can lead to penalties, audits, or even reputational damage. Ask your CPA how they:

• Review and verify data
• Stay up to date with federal and state tax law changes
• Protect sensitive financial information
• Maintain continuing education requirements

Working with a CPA firm that emphasizes accuracy, like Buckno Lisicky & Company, ensures that your books are clean, your filings are compliant, and your risk is minimized.

5. What Are Your Fees and Billing Structure?

Before signing on, make sure you understand the pricing model:

• Is it hourly or flat rate?
• What’s included in the base fee, and what counts as an extra?
• Are there additional fees during tax season or audit prep?

Understanding the cost structure upfront helps you budget more effectively and avoid surprises. It also gives you a clearer picture of the value you’re receiving.

Work with a Local CPA Firm You Can Trust

Lehigh Valley businesses, from Easton startups to Bethlehem nonprofits, benefit from CPAs who understand local regulations and regional market conditions.

At Buckno Lisicky & Company, we offer:

• Decades of experience serving small to mid-sized businesses
• Full-service accounting, tax, and advisory solutions
• Personalized guidance and responsive service
• A team-based approach to client success

When you partner with a local firm, you get more than a one-size-fits-all service. You gain a relationship.

Don’t Settle for Less Than the Right Fit

Hiring a CPA is a long-term investment in your business’s financial health. Take the time to ask these key questions and evaluate your options carefully. The right CPA will save you time, reduce stress, and help you make smarter decisions year-round.

Common Questions About Hiring a CPA

Q: Do I need a CPA if I already use accounting software like QuickBooks? 

A: Yes. While software helps with daily bookkeeping, a CPA brings tax expertise, strategic planning, and compliance knowledge that software can’t replace.

Q: How often should I meet with my CPA?

A: At least quarterly is ideal. More frequent meetings may be beneficial during major business changes or tax planning periods.

Q: Is it better to work with a firm or a solo CPA?

A: Firms often offer broader expertise and support, especially if your needs span tax, auditing, and financial consulting.

Final Thoughts

Asking the right questions now can save you money, time, and stress down the road. Whether you're in Allentown, managing a growing business, or in Emmaus launching a new venture, choosing a CPA who aligns with your values and goals is crucial.

Ready to explore your options? Reach out to Buckno Lisicky & Company today for a consultation. Let’s find the right fit, for your finances and your future.