*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
299 S Main St #1300
Salt Lake City, Utah 84111
Nicole with Avenues Financial is the BEST! She is always professional, organized, and trustworthy. With her expertise, we were able to get a higher tax refund than we would have gotten with another company. She is like the hidden gem that not everyone knows about but everyone SHOULD know about for their businesses. She is experienced in all things accounting, forecasting, business strategy, budgeting, controller services, CFO, and CPA services. She is the advisor every business needs on their team! Highly r
Nicole and her team are AMAZING! She answered all the questions I had about registering and starting my new music business! Nicole and her team responded to all of our emails, texts and calls quickly and with the best and most current information available. Then she made sure we got every deduction we could qualify for when going through our taxes for the year. If you want to work with industry experts, who can walk you through making sure you are doing everything legally, AND makes sure you set your busine
Avenues Financial provided exceptional service in bookkeeping and business consulting services. From the moment I started working with their team, I was impressed by their professionalism and dedication to understanding my business's unique needs. Their bookkeeping services are meticulous, ensuring every transaction is accurately recorded and organized. This attention to detail provides me with the confidence that my financial records are in excellent hands, allowing me to focus on growing my business. What
Nicole from Avenues Financial shows her efficiency and professionalism in every meeting. We quickly got a quote from her and requested bookkeeping services. We got started the next week. Highly recommended!
I recently had the pleasure of working with Nicole and the team at Avenues Financial Bookkeeping & Accounting Services, and I must say, it was an exceptional experience from start to finish. From the moment I reached out for assistance, Nicole's professionalism and expertise were evident. She was not only knowledgeable but also incredibly patient, taking the time to walk me through every aspect.
In the realm of finance, excellence is often measured by the ability to navigate complexities with finesse, offer strategic insights, and communicate effectively. Nicole Jensen at Avenues Financial embodied these qualities with her exceptional performance during a recent audit. Her expertise, coupled with her unwavering dedication, significantly contributed to a successful outcome.
Nicole and Avenues Financial team was amazing to work with! They cleaned up my Quickbooks quickly and worked within my budget. They were clear about each step and have helped me understand my books better. Finally my Quickbooks are organized and I feel ready for filing Taxes for next year. I can't thank you enough!
We appreciate Avenues Financial for its efficiency and accuracy. We quickly got a response from them on our quote request for the bookkeeping services. They reached out the same day we began services the next week.
As a freelancer who is starting their own business, I couldn't be happier with the services from Avenues Financial. Financial accounting can mean many things, but Nicole was phenomenal at walking me through the budgets, reports, and even projections so that I fully understood the strategy provided to me. Thank you so much!!!
Working with Nicole and her team was so great! She made everything easy, she walked me through all the steps needed to get my business prepared and ready with all the accounting information I needed! She was quick, precise, very professional, and thorough. It?s absolutely worth it to hire Avenues Financial for all bookkeeping, accounting, controller, CFO and CPA services!
We've been looking for an accountant for a while and couldn't find someone experienced enough for this role. Avenue Financial helped us a lot by taking this role. Outsourcing accounting to them was one of the best decisions we've made.
It has been nothing shy of amazing working with Avenues. Our business has needed quality financial advice and detailed reporting for the longest time. We have used multiple well known accounting services over the years and they simply don't compare to what we get from Avenues. Highly Recommended!
Working with Nicole has been nothing short of amazing. She communicated, answered all my questions, and was up front on costs. I would highly recommend her for anyone needing booking or QB help.
Nicole is amazing! She always takes such great care of us and is so patient with answering all of our questions we have! Wouldn?t use anyone else!
The Avenues Financial team has been amazing for both my W-2 and my wife?s business accounting. We highly recommend working with this company.
Avenues Financial is the backbone of our company. We couldn't do what we do without Nicole and her team.
Outsourcing our bookkeeping to Avenues Financial has significantly streamlined our business operations.
Have truly appreciated the thorough and proactive approach making the difficult seem easy. It?s refreshing to no longer be plagued by missing or partial reports. I finally feel like my business can make educated decisions on the unbiased numbers now.
Outsourcing accounting to Avenue Financial helps us a lot to focus on our core business.
This company helps us a lot with our financial statements and month over month comparisons, monthly reports and yearly reports.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.