*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.*
9101 Harlan St #135
Westminster, Colorado 80031
Teresa is incredible, as a small business owner I have lots of questions and need a lot of guidance. After having 2 dead beat CPA firms that I lost a lot of money too she has truly been a godsend to me, my husband and to my business. Thank you if I could give her more stars I would.
I cannot say enough about how amazing Teresa and her team are at ImpAcct, LLC. As the VP of our schools Parent Teacher Organization, I worked directly with Teresa as she helped us audit our financials and overhaul our entire accounting policies and procedures. She was always very responsive, knowledgeable and ready to assist in any and all financially related matters. If you are looking for a dependable, knowledgeable team with a great deal of integrity I strongly recommend ImpAcct, LLC.
The team at ImpAcct LLC has been integral to the success of our business. We wouldn't be where we are today without them! Not only do they come with an amazing wealth of expertise but they are excellent partners in our understanding of both our finances and business. We're not a typical business and Teresa and team have not only helped us in traditional ways but also helped us build tools that help us hit our goals and enable us to communicate with our employees exactly how the business is growing.
I cannot recommend Teresa and the team at ImpAcct enough! We have a small retail business that outgrew our previous accountant. We desperately needed someone who could take on our account and hit the ground running, which we absolutely found in Teresa. She was able to clean up our books and set me up so I could do my own bookkeeping more accurately. They have also answered my emails over the weekend more than once and answered even the most basic questions right away. I feel extremely confident in the servi
ImpAcct has been a reliable partner for my company for a number of years. Teresa and her team are always willing to step up and help us streamline and execute on accounting, bookkeeping and HR tasks. I have recommended them to several of my business owner colleagues!
I cannot say enough about how wonderful Teresa and her team have been. When my husband and I decided to start our own business Teresa was my first call. I knew I needed someone with experience that I could trust. Teresa did not disappoint. She walked us through the entire process and took care of every detail for us. If you want an ethical company that will treat you right call Impacct.
Teresa and her team at ImpAcct, LLC are top-notch. Their pricing is competitive, but more importantly, their service and capabilities are excellent. I have used ImpAcct for two of my companies, and have always felt confident that they have my accounting and bookkeeping needs covered so that I can focus on my core business. The true value-add of ImpAcct, though, is the strategic value they bring to the table. Not only are Teresa and her team available for real-time discussions in the moment, they collectiv
We are truly grateful that we found Teresa and ImpAcct Accounting. She has helped our small family business continue to grow in the right direction. Not only is she an accounting guru but she also has the patience of a saint. We highly recommend her and her entire team. Thanks for everything!!
In the last seven months I've brought 8 of my companies to ImpAcct, LLC. It absolutely has been the best decision I've made for my entities recently. Through working with this accounting team I have begun receiving more intelligent information which has allowed me to make better decisions for my businesses. During this transition they have been nothing but professional and fun to work with. They have also migrated all of our data into more accessible platforms flawlessly saving me and my team substantia
Teresa and her team have really helped our business get a handle on day-to-day financial matters and long term tax and accounting solutions. I'd highly recommend ImpAcct, LLC!
Teresa Lindberg CPA helped me with a 2018 tax issue. She was knowledgeable, responsive and solved my issue. I highly recommend Teresa and will continue to work with her. Thanks again Teresa!
Teresa Lindberg and the team at ImpAcct, LLC are A+. They work hard, they're smart, and they truly have their clients' best interest at heart. Thank you for all you guys do!!
The team at ImpAcct is extremely helpful, prompt, and accurate. The are the model of efficiency and have help our start-up not only start but excel. We would not be were we are as a start-up without their knowledge, expertise, and service
Teresa and Troy have done amazing work. They are always prompt, courteous and helpful, and their work product is impeccable. I look forward to continuing to work with them.
I sincerely recommend that you consider my experience with Impacct LLC. before deciding to hire this company. - see below I had a terrible experience with Impacct LLC. I was charged accountant hours for bookkeeping work, , the goals that I asked to have completed were not met, and my books were worse off after hiring Impacct LLC. than before we started. On top of that, Impacct LLC. was not willing to double check their work from prior, invoiced periods and were unwilling to discuss their absurd and undisc
I have had nothing but great experiences with Teresa and Angie! They consistently help me stay on track and stay on top of the numbers/bookkeeping. I recommend them to any business owner without hesitation!
As a small business owner I can tell you that Teresa and Angie have been nothing but helpful, timely and understanding through all the trials that come with owning a mobile business! I am very grateful to have them looking out for the best interest of my business!
Teresa, is wonderful! She is always on point, quick to respond, and has really helped me feel confident with my business finances.
ImpAcct is fantastic. I have always found them to be knowledgeable and responsive. I refer so many folks to ImpAcct, we are lucky to have them in our community!
I recommend Impacct llc to anyone seeking accounting or bookkeeping needs. Teresa is an amazing professional and there pricing is very reasonable. Thank you Teresa!
Very knowledge, helpful, and on top of things! As a small business owner I am grateful to have found them!
During difficult and confusing times for businesses, Teresa is invaluable.
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.