What Are the Key Factors in Choosing Your Accountant?

When you are looking for an accountant, there are three key criteria that should be analyzed.

• Technical ability
• Responsiveness
• Focus on what truly matters

Proven Track Record and Principles

At Stone & Associates, we have a proven record in all three areas. As you can see from the services summary on this site, we have diverse technical knowledge of taxes, accounting, and financial planning, based on extensive experience in a variety of industries.

Responding to Clients' Needs

One of Stone & Associates guiding principles is to be responsive to all our clients' needs. As a small company, we give each client personal attention; we also realize that our clients want many different services. In order to offer a wider range of accounting and financial planning services, we have partnered with carefully selected companies that share our goals and principles.

Focusing on What Matters Most for Each Client

While many firms can boast technical ability and responsiveness, they don't always focus on what truly matters. What is most important may be different for each client. For a business, it is simply staying focused on the “big picture” that both the owner and officers hope to achieve. For an individual, it means understanding which tax and financial planning matters are most important to the client and working with other advisors to meet these goals. For a trust or estate, it includes monitoring what the legal documents require and working with the trustee or executor to meet these legal requirements.

Please don't hesitate to get in touch with us if you need any further information on how Stone & Associates can help with your individual and business accounting needs.