Faqs

• Can a CPA correct errors made by me or my previous accountant?

  A CPA can correct errors made by the business owner and even those made by other accountants. Tax returns can be amended (subject...

• What geographic areas do you serve?

  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;...

• Is my business too small or too large for an outside CPA?

  Every size business can benefit from working with an outside CPA, whether a small start up venture or a multi-million business. CPAs are...

• Do I need a bookkeeper and a CPA?

  Depending upon the volume of transactions a business has, it may be cost-effective to hire a bookkeeper to assist with monthly check writing...

• If I run my own business, do I need QuickBooks?

  You do not need QuickBooks. However, many of our clients use QuickBooks as a way to organize their checkbook and categorize their spending....

• How often should I expect to hear from my accountant?

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

• How do I prepare for a consultation?

  A consultation with our office is easy….just bring all of your questions! If you have inquiries about work done by a previous account...

• What should I look for in a CPA firm?

  I suggest that a prospective client interview a few CPAs that have been recommended to them by someone they know, like, and trust....

• Why do people change accountants?

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

• How difficult is it to change accountants?

  It is not difficult at all to change accountants. What is most helpful is if the client is able to provide their most...