Question
So in your experience when handling a corporate( CANADIAN) , what are the usual questions asked by a corporate accounting firm in your first meeting ( when deciding if you want your accounts to be handled by this firm)
Them asking about the corporate structure and percentage of shares owned by each owner? does that seems like a valid question?
Shouldn't they be only interested handling the company's transactions?
What is the information that should be kept proprietary and what it is OK not to share with them? ( Generally)
Tips or Hints
Answer
In interviewing accounting firms for my coaching practice, I asked a series of questions about how they do business, who their best accountant would be for my type of business etc.
The key here is to build a relationship with the accountant as well as the firm. Simply going by recommendation without seeing if you are a good fit can lead to issues (I know, I have been there!) You will need to feel comfortable asking questions, seeking advice and input into the business. An accountant can be a helpful advisor if you have a good foundation. The question about proprietary information should then become a non-issue.
I would be happy to role-play this interview/conversation with you and discuss any other follow up questions you may have.
