“The person who handled my bookkeeping is gone.”

“My CPA is retiring and I’m looking for a new firm.”

“I’m not really happy with my current CPA.”

“I don’t connect with my CPA — I think my tax return is just a bunch of numbers to be input.”

Whether the loss of an advisor is through resignation or retirement, or because you’re not satisfied with your current arrangement, take the time to assess your requirements and find a firm that fits well for your needs.

What should I do first?

If you’re outsourcing work that had been done inside, decide what you’d like to hand off to the third party and how your processes will be affected.

Decide what’s most important for you or your business.