ascendus.org

ascendus.org

Reviews Summary

Customers consistently praise Ascendus for its smooth, efficient loan process, competitive rates, and exceptional customer service. Many highlight the professionalism, patience, and expertise of the staff, who guide applicants step-by-step with clarity and care. The organization is particularly commended for supporting small businesses, offering flexible terms, and providing personalized attention. Reviews frequently mention feeling understood, valued, and confident in the team's ability to help achieve business goals. The overall sentiment is overwhelmingly positive, with many customers recommending Ascendus for its reliability and commitment to client success.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Non-profits
QuickBooks
Xero
GAAP Compliance
State-Specific Experience

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
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Non-profits
QuickBooks
Xero
GAAP Compliance
State-Specific Experience

Contact Information

Address

25 Broadway 10th Floor

New York, New York 10004

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Excellent service, and rates are very competitive. We applied for a loan for our small business, and our loan officer, Juan Guzman, made the entire application process as smooth as possible. Juan answered all our questions and responded in a timely, courteous and professional manner. Highly recommend!

I'm not one to readily leave a review, but I feel it's warranted in this case. I want other small businesses who are looking to secure loans to benefit from their services as we did. Jose Made was a pleasure to work with. He was pleasant, efficient, proactive and left no stone unturned. He expertly assessed our business and our needs and devised the best solution for us. I highly recommend this organization, and I can't say enough good things about them! Thank you Jose for all that you did for us!

I can't say enough great things about Juan Guzman, and the Ascendus team. Literally guided us through the entire process seamlessly. This is our second time working with Juan and Ascendus, and I plan on continuing to use Ascendus as we grow in the future.

Excellent Service for Business Loans! I want to express my deepest gratitude to Jose V. Made and Ascendus for their incredible support in securing the business loans I needed. Their professionalism, knowledge, and dedication made the entire process smooth and stress-free. They took the time to understand my business needs and found the best financing options for me. Thanks to their help, I was able to invest in my company?s growth with confidence. If you're looking for a trustworthy and efficient team to

I can't speak highly enough about Ascendus and my Loan consultant/officer Juan Guzman. This is my second loan with this amazing company and working with Juan and each time has been seamless and informative. He listens and helps you to overcome any potential obstacles. He is thorough and I'm grateful.. The interest rates are NOT predatory . this is absolutely the place to come as a small business owner and they are absolutely a jewel for the minority business communities

Neysa was a pleasure to work with. She went above and beyond to help me and my business receive funding and even more importantly the knowledge I didn't know I needed. Thank you so much !

I am thrilled to share my experience with ASCENDUS, which has been an incredible partner in the journey of developing my childcare business. From the moment I approached them for assistance, their team was supportive, knowledgeable, and genuinely invested in my success. I was seeking a loan to help me expand my childcare services, and I was pleasantly surprised by how easy the application process was. Suzette Mur guided me through every step, ensuring that I understood all the details and requirements. The

Wonderful experience!!!! Jose Made is very professional and was able to assist me through all the application process. They work very efficiently and fast!!

This company does not help business owners. I don't know what the positive reviews are about or maybe they were paid for. They will deny you for something that has nothing to do with credit, your business. Then have the nerve to take weeks to respond to you. I would definitely not recommend this place for business owners. Find a better place that will work with you and your credit situation

I had a fantastic experience working with Jessica Mojica. She was professional, responsive, and made the entire process smooth and efficient. Jessica kept me informed every step of the way, and her attention to detail and dedication to client satisfaction were clear from the beginning. I highly recommend Jessica to anyone seeking financial assistance for their business?her expertise and commitment make all the difference. Thank you, Jessica, for your excellent service!

Always great working with Juan. Super effecient thank you Ascendus for the continued support in helping me grow my business.

I had a fantastic experience with Acendus and have already shared it with some of my business connections. I felt comfortable sharing how my business started and where I want to take it, and Neysa truly cared about helping me achieve my goals.

We would like to share our experience as a small business dealing with this financial institution. Since 2023 we have been dealing with Ascendus regarding our financial needs. They have been very supportive and have provided us with the funding we needed to keep our business with capital funds. We would highly recommend this organization to any small business needing help with capital funding. We give a shout out to our loan consultant Ms. Elsa Rosario, who worked diligently on our loans to ensure that we h

Contacted Ascendus for the second time for a business loan via their website. Mrs. Suzzette Mur called me the next day. She walked me through the process which was very smooth and rapid. I recommend to do business with mrs. Suzzette Mur because during the time she was helping me through the process, she was professional and on point explaining the process step by step. Will request for her for any future business loans. Thank you, Sabino Guzman

I recommend Ascendus.org; they are incredibly helpful, especially Kathy Tchernychova. ?? Kathy is very professional, She is very patient and thorough, always willing to answer questions and clarify any misunderstandings. Thank You Kathy & Ascendus Group! ??

Very helpful I had a great experience. Neysa was very helpful pleasant explaining everything step by step I'm so happy!!!

Neysa Cruceta, program manager, helped me she was professional and to listen to me concerns and explained the process so that I was clear in my understanding. This will help to build my credit as I will need it for build my business and real estate portfolio. I appreciate the it, and look forward to working with her in the future

I have two loans with Ascendus and both experiences were excellent. The loan officers are knowledgeable, accessible and very helpful. The loan process can be confusing and scary but the staff there was amazing in guiding me through it.

The Ascendus loan has been such a blessing. Working with Jessica Mojica made the process go very smoothly and quickly. Appreciate the clear communication and kindness. Thank you so much!

I cannot imagine ever using this bank again. They don't answer the phone, they don't return emails, the chat function does not work. They have $30,000 of money that I sent to them a week ago that has never been applied to my loan, but there is absolutely no one to discuss it with. Is this even a real bank?

Ascendus is a strong supporter of small businesses and truly wants to see these businesses thrive. They offer financial funding via loans that help to meet the needs of small businesses while setting favorable loan terms and interest rates in a way that is fair and affordable. They are not greedy and you will absolutely not find any loan sharking interest rates here!! My favorite part of the very easy loan process was working with Juan Guzman, who is the Senior Loan Consultant. He was so very personabl

When other lenders gave us a hard time, Ascendus came and saved the day. I especially want to point out the amazing customer service we received from Juan Guzman. He was extremely helpful, attentive, and thorough. You can tell he genuinely loves what he does and cares about his clients. I will definitely be recommending this company to everyone I know!

I had a great experience with Ascendus. My loan consultant, Kathy Tchernychova was very helpful and prompt with all corespondance! After all paperwork was submitted, my loan was approved within just a couple of weeks. I highly recommend both Ascendus and Kathy!

When my business required immediate access to capital, AccendUs provided a timely and efficient solution. My experience working with Kathy T. was exceptional. Her responsiveness was outstanding, consistently available to address any questions or concerns I had, day or night, via text, phone call, or email. I highly recommend AccendUs for their commitment to exceptional customer service and their expertise in business financing.

Ascendus did a great job providing a loan for our business. Juan Guzman was exceptional in his customer service and getting the right loan for us. I highly recommend him and Ascendus.

Ascendus has been a great support in growing my Marketing Agency. Shirlei, my loan advisor is a very attentive and precise person, she was very careful throughout the entire process of applying for a microloan with the SBA. I recommend them 100%.

Jose Made was extremely helpful, patient, and went out of his way to assist in getting me approved. The experience was very easy and quick.

Ascendus and rep Jessica Mojica have been a godsend for our business. They processed two loans for us in a relatively short time even though we are a fairly new business. On both occasions, Jessica has gone OUT OF HER WAY to get our loan processed and truly leaves no stone unturned to make sure she gets the best possible offer. After having worked with another lender on the NY Forward loan in the past, I found Ascendus to be the most hospitable while offering the highest amount and best terms?even though th

Juan is amazing and it was a pleasure working with him. I'm so grateful to have had such a great experience. Juan's knowledge and professionalism made this process run smoothly. Thank you for all your hard work and dedication. I would recommend Juan to anyone in need to expand their business. Ascendus thank you for the 15-year business relationship and helping my business grow.

Jessica Mojica was an absolute pleasure to work with and assisted with every step of the process. The team at Ascendus was by far the best people we were fortunate enough to encounter throughout our process of searching for a loan. Thank you!

Jessica Murano, I have to say was the best there is. She guided me every step of the way. Extremely helpful as well as passionate about her job. She definitely made sure the process was easy. I must say Jessica made sure I didn't lose hope. I didn't know what I was getting myself into but she made everything extremely clear. I would 100% recommend her to anyone. She gets the job done. Thanks again Jessica for helping me move forward with my business.

Jose M. & Juan G. were incredibly helpful to my business. They handled my file with great responsiveness and professionalism. They were always extremely patient and clear in explaining the process and I am really grateful for their help. I definitely recommend them.

Best experience with a Bank ever. Big shout to the amazing Neysha Cruceta. Who was very helpful, patient with me and gave the perfect advice throughout my whole process. Thank you so much Ascendus for helping me grow my small business into something bigger for my future.

Juan Guzman was helping me through the process. He was fast efficient and very thorough. Answered all my questions right away. I didn't have to wait for any responses. It was a great experience and I highly recommend working with him and this company.

Ascendus and especially my guy, Juan Guzman is exceptional!! Mr. Guzman took the time to listen to my business situation, which was/is complex and his team since inception were determined to make it work. Ascendus is all about being that "bridge" where needed for funding given they understand their client's needs to grow and Juan Guzman was receptive to my vision for scaling given I am also about creating opportunities for others. This is why whenever Juan requested something I did not hesitate because I kn

I honestly can't say enough about how easy and perfect this process was! Jessica Mojica was extremely helpful, knowledgeable, and educated in the process. She understood all my needs and made this entire process very easy!!! I am beyond grateful and excited to see what the future brings for my Small Business!!!!

(Hope all is well Ms. Laura Bustamante. I want to thank you so much for walking me through this loan process. Without your help and guidance, I would have given up. I truly admire your time and patience. I appreciate you and I hope that your company takes the time to acknowledge the work you put in to help others. Thank you once again. when I can reapply for a next loan. Hopefully, it will be bigger than this one. Have a blessed and wonderful afternoon.)

It is a quick process. Juan is a kind person. He was very attentive to the process. I feel very happy with the ease that they gave me so I could stabilize my small business and have my capital.

Great funding options and customer service! Jessica Mojica helped me and my travel agency with a "New York Forward Loan Fund 2" - so helpful for small businesses rebuilding (and growing!) after the pandemic. All terms were clear, transparent, and fair. Highly recommend!

"Laura's knowledge of products and customer service ability made our loan acquisition process as smooth as it could be. Laura was attentive to our needs and explained everything so we could understand." "Definitely made me feel confident that I was working with a great banker who understood our needs."

best customer service, support and knowledge , Juan Guzman our advisor when above and beyond , excellent customer service, he was always there to help us along the way never missed a call and stay with us from beginning to end. Excellent work!

I had a great experience with Ascendus. They are very helpful and made it possible for my business to get approved. My loan consultant, Laura Bustamante is amazing and helped me during the entire process from the beginning all the way to funding. I highly recommend Ascendus! James T. CPA

If you a small business and is looking for an excellent way to build business credit and get the help you need to get started, Ascendus it the place to go. You will be inspired!

Thank you very much Laura for all the work you have done, may God bless you and give you a long life with iron health. Now I am among the great Ascendus family. Thank you again and all the employees of Ascendus.)

Jessica Mojica at Ascendus helped get me approve for my LOC. She was so kind and patient with me, even when I rushed her a bit. She took the time to answer all my questions and even called me after hours and on weekends to make sure the deal got done! I definitely recommend her and this company to anyone looking for a loan or line

Applied in November, didn't hear a response from my loan officer, Laura, for almost a month later. She would email me a request, I would email info right away and wouldn't hear another response for many days. Communication was slow, process was slow, & 3 months later was denied a loan. I have two homes and both mortgage processes were easier than this one. Guess it wasn't meant to be. ???????

I applied to Ascendus after not getting approved for a business loan with my financial institution. My loan consultant Dorian Barrera was perfect. She answered my questions quickly and reached out to me if I needed to provide more information. She was very personable, helpful and provide excellent client service. Ascendus gave my business a chance when others would not and with a reasonable interest rate to make sure my company will be able to succeed. Thank you again Dorian for going above and beyond in my

As a small business it is truly hard finding someone to provide funding, but Ascendus gave me a chance. Not only did they provide funding, but they looked over my credit profile and set me up with a plan of action to eventually acquire more funding. I am really pleased with Ascendus.

Very happy with our loan officer Juan Guzman, he was very helpful ,professional and polite and very thorough it was a real pleasure working with him. We look forward to a long lasting relationship Thank you Juan and Ascendus.

Jose M. was very informative and helpful. He answered every question we had and reassured us with positive business tip. When the "big banks" denied they saved the day. Thanks, a lot, this has been a blessing.

it was an excellent experience .I would highly recommend to anyone Jessica Mojica Loan processor has excellent knowledgeable, professional and quick responsive person. She helped me to get my loan and all paperwork?s done as fast as possible. Really appreciated. Thank you .

Jessica Mojica was a pleasure to work with. She understood our business and our business needs. The process was straightforward and transparent. Highly recommend working with Ascendus and Jessica.

The Ascendus team and in particular Ms Jessica Mojica have been extremely helpful in helping our minority women owned business apply and successfully receive our first business loan to help grow our business.

Ascendus has been a lifesaver to small businesses after Covid. Working with Mr.Guzman has been a respectful and informative process without having to step on my Tippi toes to reach my goals - as an Immigrant Women.

For small and medium-sized enterprises, finding financing is not an easy task. We were fortunate to be able to rely on Ascendus, which not only saw our potential but also invested in us, helping us obtain funds without which we couldn't move forward. Without a doubt, we recommend them to all entrepreneurs who want to take their business to the next level; know that here you have a highly valuable partner and exceptional attention. Yasmany Batista - CEO Land Airline.

Neysa Cruceta has really helped me throughout the process of getting my increase from $500 to 5,000. She is excellent to work with!!

I would highly recommend Ascendus to any small business owner in need of financing, and I will certainly be using their service again in the future. Thank you, Juan and the Ascendus team, for making this process so easy and stress-free. You have my highest recommendation!

Andrea was my assigned agent. He is fantastic. He handled my matter with much efficiency and thoroughness, making the process seem like a breeze. My application was approved under 2weeks. I highly recommend Ascendus.

My experience with Ascendus was overall Unmatched, from the beginning to end Dorian B, was very much knowledgeable on assisting me throughout the entire process. If your a small business and need funding without being taken through a bunch of loopholes, definitely move forward with the application process as you won't be disappointed. Once your application is approved, you will get your funds in 2-3 days. Ascendus is the way to go for immediate, thorough small business lending needs.

Jose was very helpful in the process to get a loan. If you have all your documents ready. They respond really fast. 100% recommended !! The best term I could get in the market right now!

Ascendus is The best nonprofit,organization which one helped me to get actual funds for lowest rates,below market rates...in a very short period of time!! Kathy Tchernychova is the best, she did everything to get my business financed,everything was done perfectly, smoothly! Thanks a lot again and again ????

Thank you so much Suzzette Mut for walking me through this loan process. Thank you for your great service and patience. Thank you for helping me get closer to reach my goals.

juan Guzman was 100% dedicate to offer us the best option, comunication during the whole process was perfect, thank you juan!

It has been a great experience working with the Ascendus team. They understand the needs of small businesses and entrepreneurs and provide the necessary support to help you achieve your goals.

Juan Guzman our Loan Consultant, was wonderful to work with. Very knowledgeable and always professional. Happy we found Ascendus for our business needs!

My experience with Ascendus has been very rich because they gave me the opportunity to have access to funds for my business as Hispanic enterpreneur. I feel very grateful for the assistance given by Mr Juan G, his guidance and advice throughout the process made everything go smooth and easy. Thanks Ascendus.

If you're looking for small business capital that is easily accessible and loan officer that genuinely care about your success and future. You should definitely give Ascendus a call.

Ascendus is a great example for helping grow your business it's really an honor to do business with you guys. Thanks so much for your support ?Juan Guzman? you are the best.

Mr. Guzman was excellent in helping us with the process. Definitely recommend. Very happy with the outcome for my small business.

Working with Juan was an absolute pleasure?as a fairly new small business owner navigating the waters of expansion and scaling, it was very empowering to have someone like him educate me on structuring my company and streamlining this approval process. Thanks for all your valuable insight and effort!

Shirlei Aube down here in Florida was an amazing help and went above and beyond to get me approved of a loan with AMAZING terms and conditions. Thank you for helping me expand my business Shirlei.

Great experience working with juan Guzman it makes everything very easy and smooth we definitely recommend it they work with small businesses

Worked with Juan. He helped me get a loan at a good rate. Was a huge blessing; actually saved my business. Glory to God. Would highly recommend this organization to others.

Shirlei Aube thank you for amazing help and I appreciate you went above and beyond to get me approved of a loan . Thank you for your patience and professional help always available and answering with a big smile and a lot of knowledge Thank you for helping me expand my business

I highly recommend Ascendus to any entrepreneur in need of affordable capital without having to jump through a lot of hoops and providing loads of documents. Their application, review and approval process was fast and easy; I received the funds in my account a day after the loan documents were signed. Dorian Barrera was extremely supportive and responsive, answering questions, and fast-tracking the process so I could get a quick approval. Ascendus approved and paid off a high cost loan and provided me ad

Overall great service- fast approval and great rates. Loan specialist Jessica Mojica is a very professional and guides you till the loan docs are signed and loan is deposited. 5+

Amazing service. Kathy is amazing and always made sure I was provided with excellent service. Will definitely recommend to other entrepreneurs. Looking forward to working with Ascendus again in the future. Thanks alot!

Neysa cruceta is Amazing Professional Informational and passionate about how she care and help our community.

Happy and grateful to Ascendus for helping me during hard times like Hurricane Irma and the pandemic. They gave me the possibility of having a credit, and today, I celebrate that I finished paying it completely. I recommend them 100%

Best interest rate and flexible loan also listening to customers and providing advice. Great experience with Mariely Garcia | Senior Loan Consultant Ascendus

My program advisor was so helpful and supportive in my process. I'm grateful to have their support.

Excellent service. Adriana was patient and understanding. She was very helpful and made me feel comfortable, making the loan process a lot easier.

Neysa is an incredible representative who explained the loan application process thoroughly. She was very courteous and extremely helpful. I would recommend Neysa to anyone who is looking to advance the cause of their business. She represents your company (ASCENDUS) very well.

For be honest, the ride-share program from ascends landing company! It's Very easy the loan process! if all the required documents and paperwork, available for ready to submit! my loan officer MR. JOSE V. MADE he's very helpful and I think he's very professional! Telling me everything very smoothly so nicely talking and so clearly, each and every step! By far the best loan officer and the ascends ride-share loan provider! I have ever encountered. I wish I could give him (mr. Jose v. Made) more than 5 stars!

Ascendus helped my husband fund his small business with ease. Mariely was so helpful and so easy to get ahold of. We definitely recommend Ascendus to all business owners!

The online application was straightforward. There was always someone who answered the phone to check on the status of my loan. The loan processor reached out to me directly via email to request more documents and I was able to email them back to her instead of going through a third party.

I've began my journey and ms Neysa Cruceta has been a pleasure to work with they have been very knowledgeable and patient along the whole process and I highly Recommend acendus to small business owners and business owners alike

Jessica at Ascendus was great. Answered all my questions and made the process easy and understandable. I would recomend them for sure

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations