*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.*
4555 Hoffner Ave
Orlando, Florida 32812
Kuberneo has been a great partner in helping us get our new business up and running. They helped set up good systems that save time and money. Above all, we always know we can trust them with all our financial matters.
I have retained Kuberneo CPA as my accounting firm since 2012. Working with their staff has been a great experience that has allowed me to improve how I manage my businesses. Thanks to their staff's experience, knowledge and understanding of multiple business models, their advice has been instrumental in helping me grow and expand. And they too have lifted off my head and shoulders the burden of having to manage accounting tasks on my own--on top of all the other hats I already wear. Kuberneo and CPA Dan My
Kuberneo has seriously helped my business. My husband and I have been so misinformed about how to file taxes and take care of business expenses. Since I opened my own business, we desperately needed someone to take care of the financial side of things. Kathy & Dan at Kuberneo were referred to us, and we have never made a better decision! We saved SO MUCH money this year ALONE, and look forward to working with Kuberneo for many years to come. I definitely recommend calling them and at least having a free con
Kuberneo has been completely game-changing in the success of our business and finances. I never thought that the financial side of our business could be so simple! Their work has given us the opportunity to focus on what's important: running our business.
Kuberneo has changed the way we view business. Their expertise in working within our industry have changed the way we not only do business but how we see our business growing on a daily basis. From projection planning to everyday implementation Kuberneo will lead you to success financially.
The team at Kuberneo go above and beyond with everything. They prepared my taxes for me this year super fast and accurate. They were able to maximize my return (YAY!!). They made me feel as if I were there only client. Thank you for all of your help and I will recommend your business to anyone in need of your services!
Thank you, Kuberneo CPA! You and your firm did an absolutely AMAZING job getting us set up and filed. Thank you for your competent and superior customer service, WOW!! We will be referring your shop like crazy going forward. -- Much love from Servant's Heart Ministry, Orlando
I?ve been using this company for 3 years now. Jillian is my accountant and she is amazing! She?s always quick to respond and help even with things outside of taxes. The whole team has been nothing but helpful and nice and they really know their stuff! I highly recommend them!
I've used 5 different CPAs here in Orlando. Kuberneo CPA is by far the best experience I've had. Thank you so much for being so professional, so kind, and so fast!
This is the best CPA firm I?ve ever used. I had a couple years of returns to do and was in a tough place but they were amazing about it. They are professional, efficient and most of all caring. I highly recommend!
Amazing overall service! All staff members I've dealt with have been really nice + helpful, very knowledgeable, and did a lot to help my business get started! No complaints at all!
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.