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.