What licenses do you have?
How long have you been doing __________?
How long have you been in business for yourself or been a part of this firm?
Who are your other clients?
How do you calculate your fees?
Do you have any specialties?
Do you have experience with freelance independent contractors?
How many accountants / attorneys / etc. are in the firm?
Have you ever been convicted of a crime?
Do you consider yourself to be tech-savvy?
Are you active in the local business community?
Do you outsource any of your work? Do you perform the work personally? If not, what is the review process?
Will the person I deal with change?
Are your services standardized (packages) or do you offer customized services based upon my business needs?
What was the last workshop you attended about? How often do you attend continuing education?
How long from when I call can I usually get an appointment to see you in person?
Can I call you when I have a question? Do you answer questions by email?
Have you ever worked with a home-based business?
What new changes in the laws will affect me this year?
Who is your target client?
What do you love most about what you do?
What’s your privacy policy? Will you share my information with any third-parties?
What makes a good accountant / attorney / financial planner etc. in your opinion?
What are some of the common problems you’ve worked through with other companies in my business industry?
Have you ever worked directly with a client’s accountant / attorney / financial planner? What issues did that cause, if any?
What are some of the things I need to be aware of as my business grows?
How does your firm handle setting up and guiding me through estimated tax payment?
What is the difference between a good accountant / attorney / financial planner, etc and a bad one?
Without giving specific personal details, what is one of the biggest messes you have encountered and how were you able to help?
What other services do you offer?
What records should I keep and how do you recommend I organize them?
Why should I use you?
Is there a question I should have asked that I didn’t?
© 2008 Inner Circle Of Central Minnesota