[Kardo]

Hi everyone,

I wanted to start a discussion around something that comes up quite often in public accounting how to choose the right CPA firm, whether you’re a business owner, an individual client, or even someone referring clients.

There are so many firms offering similar services, but in practice, the differences can be significant. Based on what I’ve seen and researched, a few key factors seem especially important:

• Industry experience – Does the firm have experience in your specific niche or type of client?
• Communication style – Timely responses and clarity can make a big difference, especially during tax season.
• Transparency in pricing – Clear billing structures help avoid surprises later.
• Technology & processes – Firms using modern tools tend to be more efficient and easier to work with remotely.
• Reputation & reviews – Real client feedback often tells you more than marketing materials.

I recently came across a firm called JTC CPA while researching different options, which got me thinking more broadly about how to evaluate firms properly rather than just going by surface-level impressions.

For those of you working in public accounting or dealing with clients regularly:

• What criteria do you think matter most when selecting a CPA firm?
• Have you noticed any common mistakes people make during this process?
• Are there any “green flags” that instantly stand out to you?

Looking forward to hearing your thoughts and experiences.

Josh Kardo