Back to Directory
Jordan CPA Services

Jordan CPA Services

Reviews Summary

Jordan CPA Services receives consistently outstanding reviews for their professional, efficient, and personalized accounting and tax services. Clients praise their responsiveness, expertise, and proactive advisory support, which goes beyond traditional accounting to offer strategic business insights. The team is described as knowledgeable, friendly, and transparent, making clients feel valued and well-supported. Small business owners, creatives, and entrepreneurs highlight their ability to simplify complex financial situations, provide clear guidance, and improve overall business operations. Many consider them an essential partner for financial peace of mind and growth.

About This Listing

Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
QuickBooks

Contact Information

Address

135 E 3rd St

Carthage, Missouri 64836

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

Andrew and his team are beyond helpful and always looking for ways to make our business more impactful. They are more than an accounting firm, we consider them family. I cannot recommend them enough.

Andrew Jordan and his team have been very helpful to our small business as we grow and navigate new waters, both in doing our taxes and in giving us sound advice.

Jordan CPA Services has absolutely been the best thing I've done for my business and my mental sanity. The entire team is professional, responsive, and knowledgeable. I'm just not worried when tax season comes around! They handle my monthly bookkeeping, 1099s, and annual tax filing for my wife and I. They are totally worth the (quite reasonable) investment!

I have used Jordan CPA Services for my business for a few years now (technically before they were Jordan CPA Services). The service is absolutely fantastic! The entire team makes you feel like you?re the only client and they are always transparent with everything. What more could you ask for in a company you have partnered with to ensure your businesses finances are being monitored how they should be!

I'm a Holistic Health Practitioner and I've been working with Jordan CPA for about a year now! They are the best - super responsive, organized and helpful. They helped me get my LLC set up for tax season and I'm so thankful for all of their help and expertise. I highly recommend Jordan CPA!

As a self-employed photographer, I've worked with Jordan CPA Services for several years. They do so much more than just my yearly taxes: sales tax help, 1099 filing, general advice, and regular meetings with me to help me grow my business and plan for the future. I highly recommend this team of kind, approachable professionals to any small business owner, but especially for creatives like photographers!

ATTENTION BUSINESS OWNERS- take the step and contact Jordan CPA Services. In addition to providing tax and accounting services, Andrew's advisory CFO service has been essential to my decisions resulting in improved company operations. It is not just numbers-it is what those numbers mean and Andrew delivers the meaning in a clear, precise manner. He has assisted me in refinancing, in reviewing savings in the daily operation as well as exploring business ideas. I consider Andrew my most trusted advisor.

Highly professional service. It has been a huge benefit and value to our business having Jordan CPA Services as part of our team. Much better and more efficient than having an in-house accounting person.

This team is great! They really care about improving the business quality of life of their clients. Peter was extremely helpful in helping me set up my accounting system and taking time to answer all of my questions about QuickBooks. From the big picture strategy to small implementation details, this group can help!

Jordan CPA Services has been a great help to our team. They are quick to answer our questions and help out anyway they can. Great choice for your accounting needs!!

We have been so happy with Jordan's services. They are always there for any questions or concerns we have, very knowledgeable in every aspect of business. Very professional, friendly staff. So glad to have them as part of our team!

I assume I am a fairly complicated client for them (I'm living in NYC, have multiple businesses organized differently and in different statuses, and much more fairly confusing pieces), yet they are patient and diligent at all times. They send gentle reminders, are flexible with their schedules and are smart and efficient with all their responses and advice, whether it's over the phone or via email. When I first moved back to Joplin, I tried multiple accountants that had challenges dealing with my situation.

Jordan CPA Services provides timely and expert service for our personal taxes. I highly recommend them for any tax services you need, whether your needs are personal or professional.

I highly recommend Jordan CPA Services! Andrew specifically has been incredibly helpful and truly cares about helping clients work through confusing and challenging circumstances.

Andrew has helped us with personal & corporate taxes, as well as sharing financial advice.

I was very pleased with the warm welcome I received. The staff were very helpful and kind. They were prompt to keep their word and were very responsive with email followup.

Very Helpful and I am excited to grow my business with the help of Jordan CPA services!

I recently worked with Andrew and his team and they were all excellent and extremely knowledgable. I will work with them again in the future.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations