*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.*
4111 Andover Rd Third Floor
Bloomfield Hills, Michigan 48302
I had the pleasure of attending a presentation by Harry Cendrowski and John Alfonsi of Cendrowski Corporate Advisors on building value in a business and accurately measuring that value through financial reporting. Their depth of knowledge in this area was evident from the outset, as they delved into complex concepts with clarity and precision. What truly set them apart, however, were their exceptional communication skills?breaking down intricate topics into understandable terms, ensuring everyone in the roo
Harry Cendrowski has proven to be an invaluable resource to me and the circle of trusted advisors I have collaborated with over the past year. His extensive knowledge across various critical areas within the family office sector has been enlightening. I highly recommend him, particularly for family-run businesses seeking tailored financial strategies and robust internal control systems. Additionally, it's reassuring to know that Harry is capable of providing guidance to my clients nationwide.
Our financial advisor from CCA is such an asset to our company. We never make a major move without consulting him. We have been able to save a lot of money by listening to his well-thought out ideas and advice.
I own a private company, and with all these security breaches in huge national stores (like Target) I wanted to make sure my company?s sensitive data was extremely secure. I hired CCA to do a fraud deterrence assessment, they picked up on some weak spots and advised me on how I could improve my security. Very simple, but well worth it.
My non-profit organization is fairly new, and it?s my first one, so I?m still far from an expert. Thankfully CCA is giving me great advice on how to keep my non-profit going strong and well-funded. Their help with grantmaking due diligence has been irreplaceable! I think CCA and I will work together for a long time.
The consultants here helped us so much when we were going through a business dispute with one of our shareholders. We were prepared for an absolute nightmare but with their help- and great strategy- we were able to come up with a solution that benefited everyone and lead to as little tension as possible. The rest of our shareholders and I are grateful beyond words for how smoothly it all went.
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.