*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.*
170 Eucalyptus Ave Ste #225
Vista, California 92084
I had my first consultation with GYSIO after starting a business two months prior. The business side of entrepreneurship has always caused me much anxiety and fear, as it is an unknown space for me. I know my work very well, but accounting and bookkeeping is honestly just not my wheel house. Shamelle was professional, knowledgable and super understanding of my situation. I felt that she truly cared about my business and was actively listening to me about details of my business and my concerns. I left my co
Establishing a business involves such strategical planning and execution, it can be a very cumbersome undertaking! I am pleased to say that was NOT my experience thanks to GYSIO. I was given easy to follow step by step instructions that alleviated much anxiety and/or stress I had incurred earlier on. There's something to be said about an organization that provides services but also leaves you with a set of tools of your own. I walked away from my consultation with more confidence and a better understanding
If you know me... you know that I'm all business, no BS. GYSIO is just that. I have my hands in several businesses and their consulting is valid to all of them. They've been informative, intuitive and flat out helpful throughout my whole interaction with the company. I've been working with the owner for about 4 years now and I have nothing but positive experiences and forward outcomes to express. Thanks GYSIO!
GYSIO is the go to for all things business! Ms. Reveter is a knowledgeable and professional advisor, and she made me feel confident in moving forward with starting my business. Excellent company with a heart for their clients!
GYSIO is amazing. I was lost and had many questions as a new businesses owner and GYSIO put all my worries at ease. The professionalism and friendliness is second to none and I rest assured knowing they're there to help. They take a very proactive approach and will indeed get your stuff in order.
If you're totally out of order and can't seem to find your way...GYSIO is the perfect guide to getting you in order and helping prepare you for the next level in your business. Trustworthy. Honest. Efficient. GYSIO cares about you and helping you reach your highest potential. Go for it!
Get Yo? (Stuff) In Order has set a great foundation to my business. As an owner of a brick and mortar, I made it my mission to learn how to have my money work for me and that began with hiring the right financial strategists. Shamelle Reveter and her team came in like super heroes. They were not just bookkeepers but they were accountants and financial professionals who paid attention to every detail that effected my financial growth. They taught me practical tasks like organizing my records, adjusting my
Very knowledgeable, professional and a true asset to business owners!
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.