*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.*
108 Professional Ct
Mauldin, South Carolina 29662
Great conference! My only suggestion would be to have your speakers reflect the audience better. It would be nice to see 50% women since that was your audience :)
Greene Finney Cauley has consistently provided top-notch services, and their team has been readily available whenever we've needed them. Their expertise and professionalism have truly impressed us. Highly recommend Greene Finney Cauley for anyone seeking reliable auditing services.
I've had a few CPA and bookkeeping services over the years, but Greene Finney has been the best by far! Ashley has taken the time to get to know my business and operations so she can offer custom solutions in my day to day bookkeeping and Denise is always there with tax guidance throughout the year. Their services have made a difference in our business and allow us to go to the next-level with financial forecasting. Great services and amazing team!
Our school district has enjoyed a relationship with Greene Finney Cauley for over 14 years and during this time we have utilized them for not only the annual financial and procurement audits, but also special engagements such as training for our various parent support groups. We have found the partners and staff to be extremely thorough and knowledgeable, and our audit reports have consistently been awarded the Certificate of Excellence by the GFOA and ASBO. But even more important is the demonstrated level
I was referred to Greene Finney LLP accounting by a friend when I was looking for an accountant. I am not the most organized person on earth, but the CPA Dennise, made me feel like I was just as important as a CEO of an important company when I met her. I felt very comfortable and she handled my taxes with efficiency, competency, but was warm and friendly at the same time. I would recommend them to look after my taxes any day. They are an excellent firm. Rudie Ivester
GFC has been our external audit firm going on 10 years. With their extensive experience in the education and nonprofit sectors, they are uniquely poised to assist us with any new GASB or other pronouncements that are issued. Their scheduling, onsite reviews, and financial statements/disclosures are always timely, thorough, and efficient. They hire the best staff, too! I highly recommend them for any tax, audit, compilation, or review needs.
Professional, punctual, personable. I love working with this organization. We have had the best of experiences. Mostly working with our CPA, Lisa, has been a total blessing. She is very prompt in responding to calls, texts, and emails. And her work is always accurate. She goes above and beyond the call of duty. I 100%recommend them!
The assigned team for City of Lancaster, SC has been wonderful to work with for the last three years. The staff at Greene Finney Cauley are professional, knowledgeable group of people. And I cannot ask for a better auditing firm.
This is my Happy New Year review as our relationship with Lisa Bedilla moves into its eighth year. Greene Finney has been handling our finances with excellence and expedience, specifically Lisa, who handles the account of the church where I am the pastor. She is always responsive to all requests and calls. She is always professional and polite. Even at tax time, when I know the life of a CPA is insanity, she never sounds stressed and sounds like she has all the time in the world to handle my questions
Imagine experiencing your first audit amidst a global pandemic that dramatically impacted your company's bottom line... I must admit that I went into this experience feeling all types of apprehension. However, Greene Finney has made the process not only low-stress, but also quite helpful and educational for ways to help our business moving forward. Kevin and Karen have gone above and beyond to help me be the best business manager that I can be. Thank you!
We have been using these services for a long time now and have no plans on changing. GFC does more than perform our annual audits, they have made us a better, and amore professional organization by educating us on best practices and prepping us for future changes in accounting and compliance. We are happy to have them on our team!
This is my third consecutive year using Greene Finney LLP for my tax preparation needs, and I am so pleased to be working with them. They are a professional, instructive, and diligent team of tax professionals. I would highly recommend them to anyone with tax preparation needs.
Larry Finney and his staff led by Ben Owen have provided great audit services to Boys & Girls Clubs of the Upstate for several years. We appreciate their expertise and careful oversight of our work financially.
Ryne Sanders was so helpful. What a great experience!
Greene Finney Cauley has always been very responsive and helpful with all our audit needs. Played a major part in helping us get the CAFR award three years running.
This firm is easy to work with and very professional. They also offer a free annual CPE seminar to their clients. I would recommend them to anyone who need an annual audit.
I have had exceptional treatment from this company. My emails were returned promptly and my concerns as well. I can't say enough about how satisfied I am with this firm. I would recommend it highly to anyone.
Denise has been my CPA for 10 years now and has always been very professional, understanding, and knowledgeable. I have thoroughly enjoyed working with her over the years.
The team is always friendly and informative. They respond quickly to questions and offer professional advice when needed. Tyler, Lydia, Joseph, and Emily are very thorough and fair when questions arise.
Have used Denise Eidson with Greene Finney for years. Very honest, fair, and professional service. Denise is very knowledgeable with all of the tax laws and I would highly recommend her to anyone.
Knowledgeable, professional and responsive team. Denise and Justin are always prompt in responding to questions and I trust their guidance. Every engagement is a pleasure!
Professional Grade Team. Kudos! Super responsive and super accurate. They are always Proactive and support both our personal and our business. Thank you.
Excellent Accounting firm with a wealth of experience & knowledge to assist their clients. I would highly recommend as CPA's
Great to work with, very knowledgeable, we have save money by using them. I am free to pursue more value added tasks
Awesome firm to work with! Thorough and timely audit- with a personal touch!
Great accountants and great people!
Indispensable to our business!
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.