On Selecting a Certified Public Accountant

Certified Public Accountant (CPA) James Kasim has worked in the financial industry for more than 20 years. He maintains expertise in business operations, investor relations, mergers and acquisitions, capital markets, and tax strategy, among other key areas. After earning a bachelor of science in business administration from California State University, Northridge, James Kasim obtained his license to practice as a CPA. Later, he returned to school while continuing to work, completing a master of business administration from the University of Southern California Marshall School of Business. Like many CPA’s, Mr. Kasim has attained select skill sets based on his professional experience that are best suited for certain types of industries and clients. When choosing a CPA, consider factors like education, experience, and professional affiliations to ensure that the focus and experience of the CPA is right for you.

The best method for selecting a CPA is to collect word-of-mouth referrals from past or current clients of a particular CPA. Nevertheless, prospective clients should still check the status of the CPA’s license to ensure that it is active, since continuing education is required to remain a practicing CPA. California residents can easily check this status through the website of the California Board of Accountancy or by calling the board directly. In addition, potential clients should find out about any past violations that the CPA may have had.

After this process, to ensure that the particular CPA can provide the right services, potential clients should interview the CPA about the type of accounting work that he or she performs, the hours of operation for the office, whether the office is open throughout the year, and, if reviewed or audited financial statements are required, whether he or she is in a quality review program. From this information, clients can begin the selection process for finding the right CPA.

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