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5962 Priestly Dr
Carlsbad, California 92008
I?ve been in business for 15 years, and Cap Forge is by far the best accounting and bookkeeping firm I?ve worked with. Destiny, my bookkeeper, went above and beyond for every little request I made. She was incredibly responsive, professional, and attentive to every detail. I truly felt like my business was in great hands. Additionally, Matt?s advisory services have been tremendously helpful, providing insights that were exactly what I needed to make informed decisions. I highly recommend Cap Forge for anyon
Matt and the entire cap forge team are great!! They are very knowledgeable and responsive. We had the team help do a business purchase evaluation and they were instrumental in helping us acquire the loan to purchase the business. We love the team so much they our the official book keepers for the business. I trust his team to be able to handle anything and provide the best guidance based on their experience. Highly recommend!! We are in the med spa business but feel confident the team could handle most situ
Matt at CapForge just completed a Due Diligence financial report for me for a business that I am considering purchasing. The report was thorough, insightful and went above and beyond what was I expecting - and the cost was completely reasonable. I had such a good experience that I will now be using CapForge to manage the ongoing bookkeeping, financial and tax reporting needs of this business moving forward. Highly recommended.
I've been working with Elaine at CapForge for the last few years, and it's been a great experience. She's quick to respond, organized, and makes the whole process easy to navigate. The accuracy and attention to detail she brings to the table is impressive, and she?s always willing to help with any questions or issues that come up. Overall, CapForge operates in a smooth, professional manner, and Elaine is a big reason why things run so seamlessly. Highly recommend their services.
My experience with CapForge continues to be great. Most recently I have been working with Elaine who is knowledgeable, communicative, and very easy to work with. I trust and value CapForge?s opinion and I look forward to continuing to work together as my business evolves.
Capforge is the best. We've worked with multiple bookkeepers in the past and it's so nice working with a company that really knows ecommerce. Somer has been our main bookkeeper and she's great - super knowledgeable and very responsive. The rest of the team is great too. Highly recommend!
I recently started a franchise business and am using CapForge for my bookkeeping needs. The team at CapForge has been outstanding to work with, guiding me through startup and ensuring that I know what's happening every step of the way. Special thanks to Elaine for getting me through the startup phase with ease!
They have a great team set up at CapForge. I had Amanda reach out to me and go over some key elements that I needed to understand which will help my business to grow. Very happy I decided to go with them for my bookkeeping and taxes.
We've been using this company for a while now, according to Christine it was 7 years. She and Amanda are both really great. They always get back to us in the timely manner when we have questions or problems, and for the price it can't be beat. We have switched our payroll since Capforge is using ADP now and we haven't had good experiences with them, but Capforge itself is fantastic. Amanda's team always provides great bookkeeping and is super responsive when you're not sure what to label something, and Chri
CapForge is a great bookkeeping and accounting firm to work with. Somer is amazing at keeping our books up-to-date and organized. She also coordinates answering any question I have. She makes my job so much easier. I used to spend many hours downloading and entering data to keep our books current. Now all I need to do is answer a couple questions each month and review the P&L and Balance Sheet reports. So much easier and worth every penny!
Elaine is an exceptional bookkeeper. Her attention to detail, accuracy, and professionalism have been invaluable to our small business. She has incredible patience, always taking the time to guide us through our finances with clarity and care. Elaine, and CapForge in general, are reliable, organized, and truly a pleasure to work with. If you?re looking for a knowledgeable and trustworthy bookkeeper, they are the best.
CapForge is one of the best investments I make for my business every year, and my bookkeeper Adriane Bobst is simply the best. She is highly responsive and available, so optimistic, crazy smart and experienced, and a great communicator. Any question I have she addresses with ease and punctuality. She has also helped me navigate Quickbooks on more than one occasion so I can make small changes on my side when appropriate. It's so important to feel trust with people who are working on your financial life, and
Extremely happy with the bookkeeping service. They're easy to work with and stay in frequent communication with me. My books are clean and organized effectively. Most importantly, they save me a ton of time so I can focus on running my business so I don't need to be burdened with ongoing bookkeeping and accounting.
Elaine was very knowledgeable, took time to go through all my bookkeeping questions, tax questions in a way that was easy to understand for a fist time business owner going through tax season process. Look forward to partnering with her for future projects. Highly recommend.
Top notch QoE services! Matt and Kit are extremely skilled, responsive, and quick to help navigate small business acquisition financials and provide a truly comprehensive report. Looking forward to working with them again and will absolutely refer others to them going forward. Excellent work - thanks!
CapForge has been an incredible asset to my business, and I owe a huge thanks to Michelle Hiser for her outstanding support. Working with her has been an absolute pleasure, as she handles all my bookkeeping needs with professionalism and efficiency. I highly recommend CapForge to any small business, especially e-commerce businesses, given the unique complexities involved in this space.
This is my second year working with Capforge and the service is top notch! This year I primarily worked with Destiny and she was always so patient, kind and answered as many questions as I had. She is very thorough and knows her stuff. Thanks Destiny!
CapForge has been such a game changer for our company! We feel so much more secure with their team handling our books each month. Their bookkeepers are top-notch, and our bookkeeper, Dominique, pays so much attention to detail to make sure we are taken care of. Matt, the owner, goes out of his way to show that he really cares about the growth of our business as well and has personally helped us make key business decisions. We are so impressed that he gets personally involved to make sure we are on a good pa
We've used Capforge for years, for both business and personal bookkeeping/accounting. They've done a great job. Highly recommend!
Been with CapForge for a few years now. Very consistent and professional service. Somer has been our personal bookkeeper and she has been awesome. I hope she is paid well because she is worth it ;)
I switched from a local bookkeeping firm to CapForge and am glad I did. I paid more for simple cash vs. accrual accounting methods, and my monthly financials were almost always late. Not so with these guys. They finish up the month promptly.
Lynnette at CapForge is an absolute boss. My books are so clean they could be displayed under glass at the Smithsonian. She is also incredibly responsive should I need anything. CapForge is the best!
?????????? I?ve had a great experience working with Debbie as my bookkeeper. She is knowledgeable and detail-oriented, and she always takes the time to explain things clearly. Her support has made managing my finances much easier and more efficient. I truly appreciate her professionalism and dedication. I highly recommend her to anyone looking for a reliable bookkeeper! Thank you, Debbie!
I've worked with CapForge since April 2024 for all of my bookkeeping and tax needs. They have been great. Special thanks to Dominique Martin, she is a joy to work with. Highly recommend CapForge and Dominque!
Our company worked with Amanda and had a very positive experience. She helped us square up our numbers across multiple channels and made it feel easy.
Capforge has been incredible to work with, especially Elaine. We had a bit of a mess to put it lightly and every step of the process they have been patient, responsive, and provided an excellent level of service. We have searched for years for a team like this and am very glad to have had the pleasure to work with them.
My experience with Somer has been exceptional. She consistently pays close attention to detail, ensuring my e-commerce bookkeeping is accurately processed every month
2025-- Adding to this review 1 year later: it's all still relevant! Thank you Capforge, and Elaine in particular! --2024-- As always, CapForge did a great job with my ECommerce bookkeeping project this year! I appreciated: -transparent, up-front pricing -quick communication -thorough responses to my questions -great initiative to get projects started and keep them moving Elaine was point on the main project: thanks for the great work!
CapForge has been incredibly helpful in getting our books in order. Jen Mengo, in particular, has been fantastic to work with, guiding me through the entire process and making sure I understood everything along the way. We also had a call with Matt, who was great and flexible with his time. He was very knowledgeable about managing multiple country entities and provided us with valuable insights and actionable steps. The onboarding process was smooth, especially considering how tedious accounting can be. Hig
As CEO of HealFast, the industry-leader in surgery-safe recovery nutraceuticals and scar care, we've been through dozens of book keeping companies before finding our home with the CapForge Team. Matt Remuzzi has built a fantastic organization and we love working with all our CapForge teammates, Somer, Laurie, Melanie and more. If you want trusted, accurate, and timely bookkeeping with a team that acts like in-house team for your organization, CapForge is your go to place! While I'd like to keep this diamond
I cannot say enough good things about CapForge and their team. Matt, the owner, was informative and generous with his time from the beginning. I have been fortunate to be working with Debbie Carpenter who has been so responsive and amenable to my many requests and preferences. I really enjoy working with them! A+
CapForge handles my bookkeeping and payroll and has been for years. Matt, the owner, is really generous with his time and has assembled a great team. Christine C. in payroll, Michelle H. (best book keeper ever!), and Chris D. in business development have all been CRUCIAL members of my team. I'm giving them 5 stars only because they won't let me give 6. Highly recommend without hesitation.
CapForge has been doing my bookkeeping for a few years now, and they're a pleasure to work with. Always professional, knowledgeable, and quick! I highly suggest CapForge.
Capforge Bookkeeping is fantastic! Somer Moreno is an absolute pro?knowledgeable, attentive, and a pleasure to work with. She makes bookkeeping stress-free and efficient. Highly recommend for all your bookkeeping needs!
I?ve been with CapForge for several months and it?s been a good experience. They are always willing to answer my questions and they send clear instructions for anything I need to do. As a new Amazon seller with no business or bookkeeping background it has been very helpful to have them on my team. Everyone (including my bookkeeper Elaine) is helpful and great to have a conversation with. Looking forward to building the relationship further as I grow my business.
CapForge has done an excellent job in helping me to better understand how my business is doing. At any time I can get a clear picture of which of my products are performing best, what my expenses are, and how I am trending for the year. Most recently I worked closely with Jennifer Mengo to help get my books in order and she did a great job in walking me through the process and explaining all the reports.
Love them! Their team is great. I?ve been with CF for several years now and really like having them on my side when it comes to my accounting since it?s not my forte. Amanda is awesome, as is Christine. Both respond to questions promptly and are overall great to work with. Keep it up CF!
I've been with CapForge for over six years, and their bookkeeping service is top-notch! The process is smooth, the team is responsive, and everything is handled with professionalism. They truly provide peace of mind and exceptional service. Highly recommend!
CapForge is everything I need and nothing I don't. They offer a variety of financial services which I can rely on, so that I can concentrate on running my small business. My bookkeeper Dominique is so easy to work with and always answers my emails quickly. I would and have recommended them to many colleagues.
Adriane and the folks at Cap Forge have been amazing. I only wish I had found them sooner. Highly, highly recommend. Happy to provide a reference.
I've had the great pleasure of working with Sonya and the owner Matt for bookkeeping over the past years and doing some catch-up bookkeeping, I highly recommend their services so you have an accurate assessment of where your business stands. It also makes taxes so much easier. Thank you for helping me to see where things stand financially, and answering questions that come up that are tangentially related!
I have been working with Capforge for several years now for my therapeutic private practice. My bookkeeper is Melissa Graham and she has been so great with her communication, response, and my CPA gave her raving reviews of how she keeps up my accounts. He recommended my husband to hire Capforge as well and he did. I highly recommend Capforge for your bookkeeping needs.
Matt & team are the best in the business. We currently had a bookkeeping team handling our finances, but they were not doing an excellent job. We brought Matt & his team in to assist with cleaning up the books for many years past (which was not an easy ask). They were prompt, professional & knowledgeable with myself and my team in correcting our errors to get us on the right path. I am not exaggerating when I say that they were able to create millions of additional revenue/valuation for us that we would
I am a newly onboarded client with CapForge and have had the privilege of working closely with both Adriane and Jamie over the last month and they have been awesome! I really recommend their team for your books needs!
After being a client with CapForge for several + years (since 2021) I can say that they provide exceptional service! From Matt the CPA to Adriane the bookkeeper and more, they always provide professional and accommodating service. Highly recommend! ????
I have been with CapForge for a year now. I have been well taken care of. They are on top of the details and make the deadlines they promise every month. I highly recommend their bookkeeping service to all small businesses.
Debbie was so helpful in helping me dig into details of our bookkeeping. She's a joy to work with!
Somer handles our business bookkeeping and she's a rockstar! Always on top of deliverables and quick to answer questions when needed!
I work with Amanda Burke for all my accounting needs and I think she is absolutely terrific. Very professional, knowledgable and responsive to all of our needs. And if we run across a "nuanced" situation (and who doesn't these days) she knows where to find the right answer. She is a pleasure to work with and I would most highly recommend!
CapForge (Elaine) has been doing my bookkeeping for two years now, and they've been wonderful. Everyone I talk to there is friendly, knowledgeable, and extremely responsive. Having a brand new business, I didn't know what to expect going in, but they make everything really easy. I can't recommend them enough!
I've had my current Amazon based business for 5 years now and used CapForge for most of that time. I've been working with Amanda the last couple of years and she is always timely, accurate, and instructive in helping me to understanding our financials. CapForge is a huge help in making sure we stay up to date and understanding exactly where our business stands financially. Definitely recommend
Matt and Laurie led my financial due diligence in my prospective acquisition of a mid-size landscaping company. Matt was extremely responsive throughout the entire process, provided thorough due diligence of financials, and emphasized additional risks that needed to be addressed before moving forward with the APA. Matt has been very generous with his time and he is genuinely eager to help. I'm now able to make a highly informed decision with his guidance and would recommend him to all other business buyer
Highly recommend this company! The whole team has absolutely been amazing! I am currently working with Somer and she has been quick to respond and help with everything I need. Adrianne has also been very patient going over all of my questions. It is so nice having my books done and they are so detailed and thorough. This is exactly what my business needed. Thank you guys!
Jennifer Mengo with CapForge is absolutely amazing. She is knowledgeable, professional and great person to work with. Very happy and pleased with this company and all of its staff. Properly trained, professional, super nice and very accommodative team. Thank you!
CapForge is an excellent company to work with!!! Price was very affordable and they were extremely easy to work with for my specific situation. Found them through numerous other recommendations from other clients. Project was competed way faster than expected and the communication throughout the process could not have been any better. Very friendly and professional staff. For any e-commerce bookkeeping, look no further than CapForge. It could not have been a more seamless process.
I would not recommend this service, so many errors, little thought, no asking 'would this make sense', blind categorization and BIG mess to clean up. Incorrect use of quickbooks, had to send youtube video on how to use quickbooks to the bookkeeper for specific tasks that she did only half way. When pushing her to correct the errors, she deferred saying that month was already closed so it would be too much work. All that plus disrespectful attitude to go along with it. As a small business owner, I was lo
Matt and his team are fantastic to work with. I hired them to perform some due diligence on a company that my company was looking to lend to. They were very thorough and made themselves accessible to discuss their output. Will certainly use them again!
CapForge is an extremely professional, knowledgeable, and welcoming bookkeeping and tax preparation business. As a small e-commerce business owner, we started off having them help us with our bookkeeping and immediately appreciated their flexibility with fine tuning our financial statements. We were so impressed that we hired them to take care of our business taxes as well. The owner also took the time to share insights about key performance indicators we should strive for which we have implemented in op
CapForge did a great job for us! Tackled a large project separating one company into three, and re-casting each back two years. Communication was great. Danci and her team were a pleasure to work with and handled all of our requests with professionalism and ease. Recommend 100%!
I hired Matt and his team at CapForge to conduct finacial due diligence for a business aquisition I was pursuing. They were nothing but professional and once I had provided all the documents requested the final report was presented in a timely matter. Matt's expereince in this space showed through his analysis, attention to detail and asking the right questions. I would definitely hire CapForge again.
Used Bench accounting before switching and it's been so much easier and more efficient for bookkeeping and accounting needs.
We just recently started working with CapForge and every touch point has been warm, welcoming and extremely professional! We moved both our businesses books to CapForge after a not so pleasant experience with another accounting firm and are very happy with the attention to detail, accuracy and expediency of work we have received. Their pricing is fair and we look forward to working with CapForge indefinitely.
I want to thank Capforge for the amazing job they did with my bookkeeping. They helped me catch up on my books with a complete 12 month project. The project was completed in a quick, accurate, and efficient manner. The professionalism and excellent communication are the reason why I came back a second year. Laurie was very friendly and helpful with getting me started. Elaine was knowledgeable, friendly, and thorough with my books. She did a great job communicating everything with me. I will continue
CapForge was recommending to us by another company we are working with and they did not disappoint. We were in a time crunch to convert our accountancy to accrual based and when given the target time they crushed it. Extremely easy to work with and were always on hand if we had any questions. Everyone on their team was a pleasure to work with. We look forward to our continued business with CapForge going forward!!
CapForge has been awesome to work with! Everyone from Matt, Mindy, Amy, and Elaine have been excellent to work with. Very helpful across the board. Will answer your questions and tailor to what you need. I'd highly recommend working with them.
CapForge was great to work with! We tried to outsource our bookkeeping through our bookkeeping software and it was a disaster. After researching several other options, we decided to go with CapForge and they had 10 months of books cleaned up in just a couple weeks! We will be sticking with them for future bookkeeping services as they have been incredibly helpful already!
CapForge was recommended to us by some friends and they have been wonderful. Our bookkeeper Elaine is amazing and goes above and beyond. Elaine completed a catch-up project for our e-commerce business and is now doing our monthly bookkeeping. Elaine is very friendly, professional, and detailed in her work. I highly recommend CapForge.
I've been using CapForge for my bookkeeping and payroll needs for the past year and a half and have nothing but good things to say about them. My bookkeeper, Lynnette, is very knowledgeable and quick to respond to any questions. I would highly recommend working with them.
Great experience from start to finish working with CapForge. Amy on client onboarding was absolutely wonderful! And Elaine's work doing my cleanup/catchup was fast, efficient and excellently communicated throughout. Cannot recommend CapForge highly enough!
Elaine Penicaro&team from Capforge is phenomenal tool for our business' success. Will highly recommend Capforge to anyone and everyone!
Everything a business owner can ask for. Professional, knowledgable and fast response. Very happy to call CapForge an integral partner to my business. The team works day and night, excellent email communication. Their job is not easy, sometimes, us business owners can be hard to work with, we can be thorny, but the capforge team understands our challenges and the pro team makes our life much easier, A BIG THANK YOU to them.
I can't speak highly enough of CapForge. They know their craft really well so the service is incredibly fast and accurate. They are reasonably priced as well. If you are an e-commerce brand look no further for a trusted accountant. We have kissed a few frogs and finally landed on a great partner!
I can?t say enough good things about CapForge. They were recommended to me by my business sale consultant and the minute I started working with them, I wondered how I survived without them. They are extremely quick, professional and knowledgeable. They took all the stress out of my bookkeeping and present my books in a clean and organized fashion.
Wow was a great experience! everyone very knowledgeable, and will go the extra mile. ESPECIALLY Jennifer Mango, was great to work with and professional in every way!. Use Cap Forge for all your needs and they you will sleep better at night.
I switched to CapForge over a year ago because I needed better accounting. My former bookkeeper was doing cash accounting while I needed accrual. This service is way better as there is a whole team behind that works well together. Not to mention that I get it for only 20% extra the cost compared to my former bookkeeper and I'd say it is totally worth it. The team is professional and they know their job. Their support is also top notch. Tamsin, the person I am in contact with, is replying my email in max 24
We recently switched over to CapForge and the transition has gone very well. Working with Elaine has been a pleasure! She's been very professional, communicative and responsive when questions and clarification are needed.
Katelyn at Capforge is doing an excellent job of keeping our books in order. She answers questions in a timely manner and is very helpful in helping me understand any concerns I may have. That makes it easier for me to focus more on the business. We appreciate her hard work.
We've been working with CapForge for several months now, reworking an entire year of books. They have been attentive, detailed, and very easy to communicate with. Looking forward to a long-lasting relationship. Thanks!
As an e-commerce business owner I had tried a few bookkeeping providers prior to finding CapForge. I really was looking for a firm that had an understanding of online business, ppc advertising expenses, and businesses with a global sales presence. I found that and more with CapForge! They have a comprehensive understanding of online business and a ton of experience. They also are proactive instead of reactive (a problem I had with my last bookkeeper) and extremely responsive when I need something.
Our ecommerce business reached a point where DIY bookkeeping just wasn't accurate or made economic sense. CapForge is professional and the rates are very reasonable. Our 2022 bookkeeping was straightened out within a week, and we're glad to no longer have this hanging over our heads come tax season. Glad we made the switch. Elaine is our assigned bookkeeper and is doing a great job. I also have great things to say about Mindy from the accounting department.
CapForge did my books through 2 years of my e-commerce journey. I had one month of delayed reports in all those months, which I chalked up to being near tax season. Everyone I was ever in contact with was friendly and helpful. I highly recommend them for e-com businesses.
CapForge's due diligence provided invaluable insights, and ultimately led to two successful acquisitions. For exceptional guidance in small business acquisitions and bookkeeping, CapForge is the definitive choice.
I am a new small business owner that is just starting out, and Matt and his team had been nothing but super helpful. He didn?t charge me for any of the valuable advice he has provided. Prior to consulting with him, I have been struggling to find the right answers on my complex situation, and everyone had different advice for me. And then I met Matt and his team, they are God sent! If you want to find someone that REALLY has your best interest at hand and want to help you succeed, more so than making just a
I don't hesitate to recommend CapForge to anyone who wants to take the headache of bookkeeping off their plate. The entire team is professional, knowledgeable, and friendly. They are "on their game" and everyone seems to have an answer for everything. They somehow take the stress and hassle of bookkeeping and turn it into an enjoyable experience. Highly recommended!
I have been very satisfied with the bookkeeping services provided by CapForge. They are friendly, professional, and timely. I receive prompt communication for the team, and if someone is out of office, another team member jumps in to respond. I would recommend then to any business owner.
I wish I had found them years ago when I first started my e-commerce business. Capforge is a team of highly-skilled, no-nonsense, super smart e-commerce bookkeeping consultants led by Danci and Matt. They build your books with the eventual sale of your business in mind and it?s amazing. I extremely recommend. ??
I'm an Amazon third party seller and I've been working with Sonya at CapForge for the past few months. I was looking for a great bookkeeping service that understands the ins and outs Amazon peculiarities and that could help me stay profitable. I've definitely found the right team. Thanks CapForge. d
The team at Capeforge are next level when it comes to helping you get your numbers in order, especially if are in the e-commerce space. They helped me catch up on 8 months of backlog within a week. The team is lead by Matt who truly knows his stuff. Danci and Elaine work under him and their customer service is exceptional. Trust me, you don't need to look anywhere else.
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.