*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.*
681 Lawlins Rd Suite 10-4
Wyckoff, New Jersey 07481
I had the pleasure of working with Robert to learn how to use QuickBooks for my small business. He was incredibly knowledgeable, patient, and professional throughout our sessions. He not only answered all my questions, but also provided valuable tips. Despite being a small business, I felt like I received top-notch assistance from Robert. I highly recommend his services to anyone looking to master QuickBooks."
I have worked with Robert at OneBooks several times this year to clean up my books and record some tricky transactions. He is knowledgeable, quickly spotting items that need to be addressed. What sets him apart is that he educates on why and how to correct it so I can avoid mistakes in the future. All this and he is very personable and friendly to work with. Overall, I have been so impressed with OneBooks!
I had the privilege of tapping into the expertise of Robert, a seasoned bookkeeper and business consultant. His wealth of knowledge in the field proved to be an invaluable resource for anyone navigating the complexities of finance and business strategy. Additionally, Robert serves on Wyckoff Chamber Board of Directors, showcasing a commitment to community and a deep understanding of the local business landscape. Highly recommended for those seeking insightful and guidance from a true professional.
Our company [Medical Consulting] needed to put our books in order. For months we struggles with the reconciliations and accounts would not match in Quickbooks due to the thousands of transactions in the span of two years. I searched for an accountant and interviewed several for about a week. I found Robert. We hit it off just right on the first call. I felt comfortable with him, he quickly understood our business, solved our challenges in record time as promised. Robert is savvy with the software and
Highly recommend Bob Mitchell for bookkeeping! He is an expert at quickbooks. He has a lot of patience and trained me to become more proficient on using quickbooks online. He also cleaned up my books for tax preparation. Thank you so much for your excellent service, Bob!
Working with Onebooks has been a pleasure, Robert has given us the ability to see our company financials much clearer than ever before. Roberts mentoring and coaching is helping us develop pathways to scale and grow our business. I highly recommend Robert and the Onebooks team for Bookkeeping and Business Coaching.
Absolutely amazing! Robert?s professionalism and knowledge of accounting is top notch. My horticulture backyard helped me develop a successful landscaping business but One Books SAVED my business. Robert took hold of my large overhead and cash flow problems and turned my company right side up. I am grateful everyday for Robert and his staff for keeping me in business. Now I can sleep at night again.
My "GO TO" for all things business & financial. Robert has been a big help over the past few years to myself being the owner of several small businesses. He is a great sounding board when it comes to making difficult decisions in the path of your business. He has also been helpful as a backup to my accountant when the books get behind and need to be cleaned up.
Robert and his team are experienced financial professionals. I have relied on Robert to prepare documents that have stood up to Forensic court review . I would highly recommend hiring him and his firm . He has also provided my small Company with the advice and guidance of a big Company CFO. A high level provider for any of your financial / accounting needs . Highly Recommended
I am very pleased with the quality of work Robert and his staff have put in to help us reorganize our books and would highly recommend their services. Robert will go above and beyond to understand, explain and advise, and to help you have a clearer picture of the state of your finances.
OneBooks has taken care of my books for the last 2.5 years. It has made my life so much easier. My taxes are able to be done yearly correct and timely. I don't have to deal with costly filing extensions any longer. Mr. Mitchell is professional and makes himself available
Robert helped me manage a mess and made it very simple. I would highly recommend him. He is efficient, organized and knowledgeable and made things so much easier for a self-employed person who doesn't have time to handle such important matters.
I have been using this company to handle my bookkeeping for over 5 years and it is absolutely the best! Mr. Mitchell is extremely customer service oriented and attentive to your business -- as if it's his own. Would highly recommend! Randall Inniss
Nothing but good things to say!! OneBooks LLC has transformed my old record keeping system into a streamlined, up to date, well oiled machine!! Robert spent the time to answer all questions and walk me through the process of getting set up, I couldn't be happier. Highly Recommend!!
Robert has been a tremendous help in transitioning our bookkeeping to Quick Books. Very helpful and knowledgeable!
Robert is more than a bookkeeper he is a entrepreneur with the knowledge and know-how to make sure you are on the right track! I highly recommend him and his team.
Robert is responsive, professional and very knowledgeable in all things QBO. I would highly recommend.
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.