Farm Business & Financial Management
Farm Accountant Interview Checklist
A checklist of questions for interviewing an accountant to handle farm books and taxes. Helps owners choose someone who understands farm records and accounting methods.
Download free PDF1 page, US Letter, prints clean in black and white
ChecklistFarm Business & Financial ManagementFree PDF
What is on this checklist
- Experience with farm clients
- Understanding of farm tax methods
- Services offered and not offered
- Software and records approach
- How often you would meet
- How fees are explained
- Availability at tax deadlines
- References from other farms
- Licenses and credentials
- Communication style fits
How to use this checklist
Work down the list in the same order each time so nothing gets skipped. Anything marked FIX should be handled before the job starts and written down.
Where to check the details
This sheet is a general template, so confirm specifics with your own manuals, labels and local rules. For current official guidance, start with IRS and eXtension.
For more in this area, see the Farm Money and Grants. Between chores, farm.FM has farm humor, including Where’s My Farm Bill?, and agribusiness farm stories.