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Accountfully

Accountfully

Reviews Summary

Accountfully receives overwhelmingly positive reviews, with most customers praising their reliability, professionalism, and responsiveness. Many highlight their ability to fix accounting issues, provide clear financial insights, and support business growth. Long-term clients appreciate their consistent quality and strategic guidance. While one review notes minor errors, the consensus emphasizes exceptional service, timely support, and trustworthiness, making them a highly recommended accounting partner for businesses of all sizes.

About This Listing

Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Financial Advisory
Outsourced Accounting
Small Businesses
Startups
E-Commerce
QuickBooks
Xero

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Financial Advisory
Outsourced Accounting
Small Businesses
Startups
E-Commerce
QuickBooks
Xero

Contact Information

Address

533 Rutledge Ave Apt A

Charleston, South Carolina 29403

Visit Website Call Now Get Directions

Hours

Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday Closed
Sunday Closed

Customer Reviews

I cannot think this firm enough for their quick response and guidance with my tax questions. Chelsey went above and beyond in making sure I understood Shopify taxes for my small business and I am so thankful for her guidance. Highly recommend!

When I started my business, my wife was helping me with the accounting side of things. When my company grew fast, we needed professional help and someone who could help us navigate through the unknowns. We hired a local Accounting company in Kansas City that was a referral. This company messed up everything from taxes to payroll. It was a disaster. Then we found Accountfully just in time. In under a month, they fixed all the mistakes the prior company had made and restored my faith in hiring an outside firm

I've been using Accountfully since 2016 and they have been fantastic to work with. They've been with me while i changed business, ownership, and all even life events. Brad and his team are awesome!

Been working with the Accountfully Team for multiple years' now, and couldn't be happier! Super responsive and super savvy! Really the whole package. More than willing to speak with you if you are trying to vet them, let me know. We are a five+ year old company and Accountfully supports all facets of our financials. Couldn't be more satisfied with the value provided.

The Accountfully team has been a game changer for our business. Truly exceptional people, super responsive and seem to really care about your business. Having accurate and timely financials has been incredibly helpful for confident decision making. highly recommended.

I attended a training by Meredith Ebenhoeh and not only was it very informative, but the way they look out for their clients and provide information is impressive. I've owned my own business for 18 years and accounting is something I don't particularly enjoy. With the reports they provide, one is able to understand in a quick synopsis where their business financials stand and where they need to be. Very helpful. Thank you Meredith.

Best outsourced accounting firm! Our small agency has tried out a number of accountants and accounting agencies over the years. The outcome was always the same: we hated accounting and ended up doing a lot of accounting. Once we found Accountfully, we still hate accounting, but that doesn't matter anymore because Accountfully does such an amazing job at "handling it". Our agency is based out of Seattle, which is to say you shouldn't worry if you're not in or near Charleston, NC. Alison, Chris and our team o

Entering year 3 with Accountfully and continuing to grow our partnership and services with the greater Accountfully team. Our whole team is nothing but professional, accurate and efficient, and capable of providing high-level financial strategy for our brand.

The Accountfully team overall is very professional and has good practice. There have been times we've been frustrated with small errors and misunderstandings, but for the most part the team is good to work with and I appreciate the methods they put in place that make managing this easier.

Have worked with them for years. Awesome team and super supportive. Highly recommend!

We've been with Accountfully for over 6 years now, and they do what they say they are going to do, when they say they are going to do it. Which is far beyond most other firms. Highly recommended

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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