FAQs

It is not difficult at all to change accountants. What is most helpful is if the client is able to provide their most recent tax returns and/or financial statements to help transition the flow of data.

Reasons for switching include retirement of their prior CPA, relocation, entering a new business that requires industry expertise, or dissatisfaction with the level of service or communication provided by their previous accountant.

I suggest that a prospective client interview a few CPAs that have been recommended to them by someone they know, like, and trust. Look for synergies in communication style, and whether or not they have similar philosophies regarding handling and reporting of financial data. In the end, your accountant should be someone you enjoy working with and are fully comfortable asking questions and discussing potentially sensitive financial or business information.

A consultation with our office is easy….just bring all of your questions! If you have inquiries about work done by a previous account or need a more complete understanding of the work performed, bring in those products and we will review them together.

That will depend upon the nature of the relationship and the services agreed upon.

You do not need QuickBooks. However, many of our clients use QuickBooks as a way to organize their checkbook and categorize their spending. We assist our clients in reconciling their bank accounts and adjusting the books for financial reporting purposes.

Depending upon the volume of transactions a business has, it may be cost-effective to hire a bookkeeper to assist with monthly check writing and bank reconciliations. A bookkeeper is usually necessary when bookkeeping becomes too cumbersome and gets in the way of the business owner conducting business and generating revenue for their company.

Every size business can benefit from working with an outside CPA, whether a small start up venture or a multi-million business. CPAs are trained and experienced professionals who guide business owners through the myriad of tax rules and consequences of their transactions.

Our firm serves clients nationwide.

We are currently providing services to clients in the tri-county area including Miami-Dade, Broward, and Palm Beach County; statewide, to clients in Jacksonville, Orlando, Ocala, Tampa and other parts of Florida; and nationwide, to clients in Georgia, Nevada, New York, New Jersey, California, Michigan and Colorado.

A CPA can correct errors made by the business owner and even those made by other accountants. Tax returns can be amended (subject to certain time limitations), and financial statements can be restated or corrected. IRS representation is available even for examination of tax returns our firm did not prepare.