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Many people do not know how a CPA is different from a bookkeeper or tax preparer. The CPA designation is one of the most widely recognized and highly trusted professional designations in the business world. CPAs are distinguished from other finance professionals by stringent qualification and licensing requirements.
Individuals have worked hard to obtain the CPA designation, and they are committed to working even harder to deliver the value it conveys.
It's important to establish a practitioner's credentials before you retain his services. You have to feel that this person has integrity and honesty before you trust him with your financial information. Be aware that fee structures vary as practitioners have different levels of training, knowledge and experience.
Keep in mind that you are looking to establish a long-term relationship. You want someone who will learn your business inside and out, and who will become a trusted advisor on major business and financial decisions and transactions. Look not only for technical competence but also for interpersonal and communication skills.
Defining your objectives and expectations will help you ask the kind of specific questions necessary for finding the CPA best suited to your needs. Think about the services you will need not just today but further down the road.
When it comes to working with a CPA, you are in control. There are a variety of things you can do to get the most value out of your time and money spent with a CPA.
We have a flexible and varied billing system. Business and individual tax returns are typically billed at a flat rate after completion. Monthly bookkeeping and payroll services are billed at a fixed fee on a monthly basis. Special projects are usually billed as time is incurred and at our standard hourly rates.
We are normally available during normal business hours, which are 8:00 AM to 5:00 PM, Monday through Friday. We would be happy to make special arrangements for evening or weekend consultations.
No. We are happy to meet with you to discuss your professional service needs at an initial meeting without any charges.
CPAs are business and financial strategists who help chart the paths of businesses and individuals. Businesses are tapping CPAs not only to manage finances and taxes, but also to determine profitable new product lines, help diversify investments, and provide a variety of other consulting and business services. Individuals turn to their CPAs for tax and financial planning services, investment advice, estate planning, and more.
As technological advances, globalization, new laws and regulations, and marketplace competition continue to complicate financial and business decisions. CPAs are called upon to analyze information, determine effective financial and business strategies, and help individuals and businesses achieve profitability.
Certified Public Accountants (CPAs) act as advisers to individuals, businesses, financial institutions, non-profit organizations, and government agencies on a wide range of financial matters. Today, many individuals and businesses turn to CPAs for help with tax preparation, personal financial planning, auditing services, and advice on developing effective accounting systems.
Does the individual hold an active CPA license?
Are your needs compatible with the CPA's personality and communication style?
Does the CPA have the experience you need?
Does the CPA maintain affiliation with other professional organizations to stay abreast of standards and regulations?
Before you select a CPA, make sure you consider the following questions
Be prepared with your goals and objectives of what you want the CPA to do for you. Have a list of questions and a clear idea of what you want to accomplish.
Gather all the documents and information you think you may need (past tax returns, financial statements, investment documents, business plans) and take this information with you to the first meeting.
Keep your CPA up-to-date on what's happening in your life. Are you getting married, divorced, having children, planning for your child's college education, expanding a business, or handing over the business to an heir? You'd be surprised to know each life experiences can have significant impact on your tax liability and personal financial goals.