*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.*
66 W Flagler St Suite 972
Miami, Florida 33130
HOA Books team is polite and easy to work with, they are able to handle all of our accounting needs with ease. They are very communicative and very responsive. I would highly recommend them to anyone looking for top-notch accounting services in Miami, I?m so happy I work with them! They have honestly made my life so much easier. Not only they are very very professional, they are also amazing human beings. All of them! There is nothing better than working with such a humanized company.
We have had a great experience working with HOA Books. They are extremely responsive and go the extra mile for their clients, working hard to collaborate on a strategy and the best path forward. They feel like an extension of our team and care deeply about our success. Highly recommended.
We have been working with Pablo and the HOA Team for over 5 years. They are an incredible team, highly knowledgeable and flexible. They assist you through every process of your company accounting needs. Would highly recommend any business that is looking for a true partner in their accounting/bookkeeping/admin team. Thank you team for all you do!
We are delighted with HOA Books' exceptional accounting services. They efficiently manage financial reporting and taxes for our multiple entities. Their expertise, attention to detail, and proactive approach have been invaluable to our business. Communication is effortless, and their tax knowledge has resulted in significant savings. We highly recommend HOA Books for anyone seeking top-notch accounting support.
Pablo, Rafael, Alvaro, Santiago, the entire team of accountants are amazing to work with. Our condo HOA has been working with HOA Books since 2018, never any issues. These guys are always on point, and most importantly they are very transparent. For this reason I will never have a condo management company managing our books again. The ways in which Pablo and his team work are very different than how management companies work. The management companies are not transparent with the books and in many cases are
HOA Books is simply outstanding! Their personal touch sets them apart, making us feel valued and well-cared for. Their accuracy and attention to detail are unmatched, ensuring our financial matters are always in order. Moreover, they go the extra mile to keep us informed, providing excellent service that consistently exceeds expectations. Highly recommended!
My company has been using HOA for over five years and they are without doubt the best CPA firm we have worked with over the past 16 years. The team at HOA is always available for questions and they activly make suggestions on how to work better together...
HOA Books made registering my business with the state a breeze. Pablo Maida made it easy and simple, walking me through the process and explaining everything very clearly on how to register. I would recommend their services to anyone who is interested in creating there LLC. Plus, he help out with essential financial information that's going to help me out inn the long run.
We've been working with HOA Books for over 2 years. By far the best bookkeeping & accounting service we have used--we've been through many in the last 20 years. We don't foresee going anywhere else. They are always responsive and get things done.
I've been working with them for a year now, and I'm so glad I found them! Pablo's team is super friendly and easy to work with. They're always willing to go the extra mile to make sure everything is taken care of, and they're always available to answer my questions. I highly recommend them to anyone looking for reliable and efficient accounting services.
I've been working with HOA Books for our HVAC business, and I couldn't be happier with their service! Their financial expertise has been invaluable in helping me manage my finances and make informed decisions to grow my business.
I have the pleasure of working with Pablo from HOA Books and couldn't be happier with their service, his entire team is professional, knowledgeable and always available to answer my questions. I totally recommend them to anyone in need of accounting services, they have helped me so much with my business!!
?????????? "I can't express enough gratitude for the exceptional service provided by HOA Books and Pablo Maida. As a business scaling mentor, time is of the essence, and their efficiency in handling my accounting and swiftly preparing the 1099 forms was truly remarkable. Not only did they deliver with speed, but the accuracy and attention to detail were impeccable. It's rare to find a team that not only meets but exceeds expectations, and HOA Books along with Pablo Maida certainly did just that. Their prof
I has worked with HOA Books for the past three years and I highly recommend them. All the team is very nice and professional.
Exceptional accounting services! The team is knowledgeable, attentive to detail, and always available to address any concerns. I highly recommend their services to anyone seeking top-notch accountants.
Pablo and his team are great! Highly recommend HOA Books!
Thanks for supporting my business and always been there for me. You guys are special to me and I appreciate that you are always available to help. Carlos.
(Translated by Google) The HOA team has been an overly important growth catalyst for my company. Not only for their impeccable book organization work, but for their invaluable support and empowerment to continue growing more and more. I recommend them with closed eyes. (Original) El equipo de HOA ha sido un catalizador de crecimiento demasiado importante para mi empresa. No solamente por su labor de organizaci?n de libros impecable, sino por su invaluable apoyo y empoderamiento para seguir creciendo m?s
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.