*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.*
2027 Grand Canal Blvd #35
Stockton, California 95207
Bourn Bookkeeping LLC has been an absolute game-changer for my business! Spring truly understands the financial challenges small and medium-sized businesses face and provides creative, strategic solutions to keep things running smoothly. Her expertise, integrity, and attention to detail give me complete confidence in my financials. Not only is she highly knowledgeable, but she is also incredibly flexible and very approachable which is something business owner appreciates. She takes the time to understand m
I have had other book keepers and they not only didn't keep food books, they did it wrong. When Spring Bourn took over my books she found many mistakes and fixed them but has now been keeping my books for almost 6 years. She is knowledgeable and truly wants to work with you and your business so you can concentrate on the business and not have to think about the book keeping. She is the best!
Spring is thorough and organized and will save you a lot of time and frustration. You will be able to spend more time on your business and what really makes you profitable.
Spring is extremely knowledgeable with great customer service! She helps you to understand exactly what you need and why.
I have had the pleasure of working with Spring Bourn at Bourn Bookkeeping for several years now, and I must say, the service has been nothing short of amazing. Spring's meticulous approach to bookkeeping has ensured that my records are always organized and completed on time, a testament to her professionalism and dedication. This year, thanks to Spring's exceptional work, my CPA was able to complete my taxes for 2023 well ahead of schedule. It's rare to find someone as reliable and committed as Spring, and
Bourne book keeping is rescuing my books and allowing me to focus on my business so I can do what I do best which isn't book keeping /taxes. Seriously couldn't recommend this business enough
100% trustworthy, keeps your books clean provides great financial insight and sets you up for success
Spring is thorough and very knowledgeable. She makes sure your accounts are correct! Very professional!!
She is great to work with
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.