Accountants · Accounting

How do you get the most out of an accounting firm?

Steve Robinson On a mission to rid the world of marketing waste.

January 23rd, 2017

We are shopping for a new accountant and in the process I have learned that different startups use their accounting firms in very different ways. There seems to be a spectrum from tax preparation only on one end, to business advisor/key team member on the other (with a spectrum of costs to match).


We didn't use our last firm for much beyond tax prep and the rare tax advice question. Since the new accounting firm is incentivized to sell into us as much as possible, it seems very important that I know what I want (and don't want) from them on the front-end.


How do you get the most out of your accounting firm? At what level of service do you think your accounting relationship has the highest ROI?

Oscar Eduardo Mary

January 23rd, 2017

Our firm provides support to startups in North Texas. Our goal is not "to sell into as much as possible" but to serve the firm accordingly with the stage of the business. On the one hand, we need to keep our client in compliance. On the other hand, we need to help you to make to right decisions for succeeding in your business. Truth being said, it is the only way we can keep you as a client. Other key issues are taking as little as possible from your time and to be ready to answer your questions and concerns using plain English, not CPA lingo. Hope it helps.

Pete Lopez Business Development Manager at TempCFO Solutions Inc.

January 23rd, 2017

Here at tempCFO, we subscribe to being a trusted resource in various, but related verticals - CFO, tax and GAAP acounting. It is critical to be compliant at all times, but also to have the financial reporting to make business decisions as well as convey to your investors and/or BOD. Each vertical is a la carte and we scale from early stage to growth and exits where we can run point with the auditors. reach out with any questions pete@tempcfo.com www.tempcfo.com