Any business needs a great team to be successful. Employees are central to that and we’ve been so pleased with our growth and ability to hire quickly. We’ve also assembled a small team with specialized expertise. For example, we use a payroll company rather than figure out payroll intricacies and the necessary reporting on our own. We have decided to change one key member of the team, our accountant. While we manage our finances and track everything through QuickBooks, we don’t have tax expertise in house. We never quite got comfortable with the approach of the tax professional we’ve used since incorporation and decided it was time to investigate a change.
Since we specialize in customer reference programs no one will be surprised to know we started by asking other small business owners for referrals. We did additional research to narrow a long list down to a couple of firms and have met with each. While we can’t make a wrong decision, there are big differences in their personal style, firm size, approach to ‘on-boarding’ new clients, and fees. Whichever we choose, we’re confident we’re about to begin a long term relationship with this new team member.