Paul Reyes, CPA offers insights into key things business leaders should consider when shopping for a new accounting firm relationship, stressing importance of “right fit” in the March 2025 edition of Commerce Magazine. 

Right Fit Essential to Reach Optimal Client Outcomes

Recent changes in the accounting industry, including mergers, acquisitions and private equity investments, have led to increased client turnover at CPA firms. In some cases, consolidation has resulted in less personalized service and weaker communication with clients. For entire article, follow

Even long-existing client relationships might require reassessment. The right fit is crucial to clients to ensure that their needs are addressed. If a firm is too large, it might delay the delivery of timely and personalized service to the client. Too small, and the client can suffer from a lack of adequate resources, expertise and capacity to deliver what the client requires to flourish.

Timely and concise information is essential to making the right decisions. Poor communication and service, as well as unsuitably sized firms that do not meet a client’s needs impede the client’s ability to do so. It is the CPA’s role as a trusted adviser to be in step with their client’s needs.  

When business leadership is searching for a new accounting firm, they should consider the same things that we strive for at Bederson. To prioritize strong client relationships by maintaining clear and consistent communication, ensuring service remains personalized even as clients grow. Additionally, we always consider our capabilities to align with client needs in an attempt to balance personalized attention with the necessary expertise and resources. Striking this balance helps us to