*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.*
6570 Carrollton Ave
Indianapolis, Indiana 46220
If you?re a small business owner, looking for a master class organization, you can trust and count on, look no further. The staff of bottom line advisers has helped me over the years grow my business in a meaningful way. Not only can you count on them to be thorough, informative and highly aware of your needs, but Andrew and the gang are also accessible, this is a big plus, thanks for doing what you do guys. Highly recommend. James Clark Sparkle Buggy, Inc.
Working with Bottom Line Advisors has to be one of the best business decisions that we have made. Andrew and his team have exponentially exceeded our expectations. They are easy to work with, thorough, and affordable. Thank you BLA, we appreciate you.
It?s hard to find an accountant that is invested in your success as much as their own. Before working with Bottom Line Advisors we tried out a few different firms but no one was willing to take the time to understand our business in order to help us make solid financial decisions. Andrew and his team have taken business accounting to another level for us. He and his advisors make time to answer our questions and provide advice on how to manage our accounts better. So rather than just getting our taxes and d
Incredible communication, attention to detail, and thoroughness are always traits you like to see in an accounting company. Theresa and Andrew have been great to work with. They fixed a huge mess my previous CPA had made in short order. Very impressed so far and looking forward to working with them ongoing.
Andrew and his team does my taxes for both personal and business. They have been awesome and easy to work with. I recommend Bottom Line Advisors to anybody!
Andrew gives great advice to small businesses that are actionable as well as create tax savings. They also were on to of the government loan program! I appreciate their knowledge, responsiveness, and proactive business support. If you need a great CPA, look no further!
We could not be more pleased with our first time experience using Bottom Line Advisors. We were referred to them by our credit card processing representative and are extremely grateful that we were! We came to Andrew Thompson, the owner with a folder full of documents, receipts, digital files, excel spreadsheets, etc. after our first full year of doing business and the first year requesting outside assistance filing our taxes. Our tax return consisted of personal W-2 Income from our owner's prior job, 9 109
Andrew and his team are fantastic to work with! They make you feel comfortable and explain the process in an honest and very professional manner. I recommend any small business to look to BLA for all of their accounting and bookkeeping needs!
Top Notch Company!!!! Andrew and his staff are extreamly easy to work with and are there to help walk you through what ever your financial need may be. Their customer service is the best I have ever experienced. They are easy to speak with and will take the time to explain what ever it is you have questions about. I would recomend them to anyone looking for tax services.
Andrew truly cares about helping his clients be successful. His talents include more than accounting. His marketing background is also a great asset to not only growth but cost savings.
Kudos to Bottom Line advisors . Particularly Miss Jean . They have successfully kept our paper trail and finances straight since 18 . No small feat considering we?re an unorganized band of professional Chuckleheads . Thanks Andrew .
Andrew and his team are professional and give the client a full educational experience. They take care of everyone they work with as well as prospective clients. It has been such a pleasure to work with them!
Andrew and his team deliver great customer service, make the process easy and are very affordable. I will never work with anyone else for my taxes. They're the best!
I don't post reviews often, but my experience with Bottom Line has exceeded expectations. Amanda and Emily have answered all of my questions quickly and didn't make me feel like a nuisance if I didn't understand something. They have gone above and beyond for me, and I would definitely recommend them!
The team at Bottom Line is top notch. When my payroll clients need help with accounting or bookkeeping. I never hesitate to give them Bottom Lines name and number.
Andrew and his team have done a great job helping with my tax advising and filings. Highly recommended and trustworthy.
Love working with Bottom Line. CPA's are very professional and promptly reply to any question or issue. If you're a small business give them a call!
Calls to solicit business from my company will never yield positive results by speaking rudely to me and hanging up on me. Just because you do not get the answers you want in life does not mean you get to behave like a child and throw a fit. What a poor representation for a business.
Andrew and Bottom Line Advisors truly understand small businesses and the importance of helping owners with all their accounting needs.
Very organized, affordable, prepared, and thorough. I just signed up a few months ago and the process has been real smooth and as expected.
Cold calls our company multiple times a week to solicit our business, hangs up on me and wastes my time when I refuse to transfer the call.
Great! Love the responsiveness! Andrew and his staff are EXCELLENT!
They're always professional and personable. Great service!
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.