Finding the right CPA

[Jonah Kolsrud]

Hey BP members, I am currently looking for a new CPA who specializes in working with real estate investors and am wondering what lessons learned you all may have when it comes to finding the right fit. Are there any questions you find particularly beneficial when interviewing the potential CPA and are you looking for a number years experience (my current rule of thumb is 10 years+)? I also in the past have always personally met with accounts I've used since they were local; is it worth branching out to have a broader pool of candidates?

Thanks in advance!

[Dani Beit-Or]

Make sure the person you are using has actual experience, and not theoretical one, w/ the niche o investing you are conducting.  

Asked to speak w/ references w/ similar needs as yours.

Some 13+ yrs ago I went online and google CPA, contacted 10 spoke to 4, and picked one who seems the best fit for my needs.

Worked w/ her since. never met her in person once.