Trinity CPA

CPA licenses are issued by state or territorial boards of accountancy. NASBA assists with examination and licensing services, but it does not itself issue licenses to practice public accountancy. Education, examination, and experience requirements depend on the jurisdiction and applicable licensing pathway.

Check the relevant board of accountancy for its current application and background-review requirements.

Each state issues its own CPA certification.

CPAs must undergo periodic certification renewals too. In most cases, accountants are required to undergo some form of continuing education, such as college classes or a professional enrichment workshop.

Trinity companies and individuals should be prepared to ask a number of important questions when hiring a CPA.

It’s wise to begin with questions about the accountant’s experience. You may also wish to request (and verify) the accountant’s professional references, in addition to verifying that the CPA’s certification is both valid and current.

You should also ensure that the CPA offers the services you require because accountants can deal in a vast range of different tasks and specialties, from general accounting and financial planning, to consulting and tax planning, to business finance, assurance, auditing and beyond. Accountants may also specialize in a particular niche, such as forensic accounting, information technology or IT accounting, international accounting or environmental accounting.

Another pertinent question concerns fees and billing. Your CPA may charge an hourly rate, while others may have flat rate fees for specific tasks or projects.

In the case of a business, you may wish to have a confidentiality agreement drawn up prior to starting work with the CPA. Trinity CPA clients may wish to opt for a confidentiality agreement if the accountant will have access to sensitive financial information in the course of their duties.

*Disclaimer: The views expressed here are those of the authors and do not necessarily represent or reflect the views of Suncoast CPA Group*