*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.*
9720 Capital Ct STE 404
Manassas, Virginia 20110
Our company hired Bridgesource Accounting Services to take over duties handled by our Finance Manager who was retiring. As a small business working in the government contracting, many of our processes were uniquely designed to comply with government cost accounting requirements while also being managed by a small team with limited resources. Dinah and her team came in and rapidly learned our system and provided excellent suggestions and new processes to streamline and upgrade our accounting activities. T
RizeUp Technology experience has been exceptional from start to finish at Bridgesource Accounting Services. Their team demonstrates unmatched professionalism and expertise in handling complex financial matters. They took the time to understand our unique business needs, providing tailored solutions that streamlined our accounting processes.
Would 100% recommend!! Dinah took over our accounting in 2019, which was instrumental to growing the startup. She helped us transition to QBO, switch from cash to accrual accounting, and provides peace of mind with every tax filing. She is always prompt to respond, leans into learning, and her trustworthiness, attention to detail, and ethics consistently add value.
I have been using this company for my taxes for the last 2 years. They?ve been professional AND swift. Communication has been 10/10 and the system used is super user friendly. Love love love ! Thank you ??
Idan-Biney CPA is the perfect accounting firm for business organizations that value professional standards, ethics, and welcoming. The firm provides accounting services to startup's as well multi-million firms. Idan-Biney spends quality time walking Acclaim USA (custom facility maintenance) through the details at scheduled monthly meetings. They are ?Quality, Service, and Value?.
My organization hired Bridgesource Accounting to assist with our audit readiness. The team did an amazing job preparing accurate schedules, walking me through process improvements and making our accounting department best in class!
Dinah at Bridegesource is a godsend! She is kind, professional and super on the ball. She helped me work out a very complex and long-duration tax situation, getting it all squared away. I cannot recommend her enough!!
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.