Covestor Radio – Episode 5: Seven Questions to Ask When Hiring an Accountant
Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to discuss the important questions to ask when hiring an accountant.
Covestor Radio is a show about money milestones and investing for your future and brought to you by Covestor, an online marketplace for investing.
Listen to host Eric Dye & guest Kimberly Clouse discuss the following:
- We know that hiring a good accountant is important. What questions do you ask a prospective accountant?
- What else should you ask?
- Any simple questions you can ask to determine if your preparer is qualified?
- What about fees?
- Most people are concerned about the possibility of getting audited. What questions do you ask about that?
About Kimberly Clouse
Kimberly Clouse is Advisory Board Chair at Covestor, a registered investment adviser and an online marketplace for investing.
Passionate about empowering financial consumers, Kimberly works with individuals, families and foundations to help them navigate the increasingly complex world of investment advice and make more informed financial decisions.
She previously served as Managing Director at Athena Capital Advisors and Chief Executive Officer at Hale and Dorr Wealth Advisors. Earlier in her career, she worked for United States Trust Company, J.P. Morgan and Goldman Sachs.
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