*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.*
12240 Venice Blvd.
Los Angeles, California 90066
Prior to finding Process Green, I was using another processor who held my funds and was charging high fees. I had to spend a bit of time dealing with them and it was a distraction from running my business. When I found Process Green they first addressed the financial aspect and prepared a detailed analysis which really helped educate me on how I was being charged by my old processor. The analysis also showed the same details of how I could get more competitive rates through Process Green. They made sure tha
Eddie and Process Green are the best credit card processing company I've ever used. After owning 2 hair salons for over 13 years, Ive been through several companies, including Paymentech, and PG offers us an option that no one else ever has. We now have the ability to give back to the charity of our choice. Meals on Wheels is our charity and it's great to know that with every transaction we give a little back and it's that easy! If you are considering switching companies, I would absolutely recommend sp
Process Green was the right choice, it was quick and easy to setup. Edward is very knowledgeable and always attentive to our questions and concerns. They saved us money on charges from our previous merchant service account, as well as gives a percentage of the charges back to the community. We chose Sustainable Works SM for the donation to go to, this helps DSJ Printing to not only further support the Santa Monica community but our stand for environmental protection and awareness.
I own a high end flooring company in the heart of Los Angeles and we have very high ticket orders that our customers love to put on credit cards. We found Process Green and learned that their credit card processing services can lower our current merchant services rates and fees. What we really loved is that we can support any cause we choose. We chose a local organization that helps feed families in the community that have fallen on hard times. To us, saving money and supporting a good cause is a must and w
I use Process Green at all our Santa Monica Chamber events and it is always simple. I get great reports after the event and it gives to our non-profit! What could be better. Oh and Edward has helped us transition from our other process and is always available to help. Great customer service.
Edward Pakdaman and Process Green are amazing! Arthur Murray Santa Monica was recently certified as a Green Business in Santa Monica. As part of our "greening" we changed to Process Green. They give to the charity of our choice, Santa Monica Boys and Girls Club, and they also donate to the Chamber Foundation since we are Santa Monica Chamber Members. Changing credit card services is not for the faint hearted, and Edward Pakdaman was there every step of the way. We are delighted with Edward's services and Pr
Process Green is a merchant service provider that I recommend to all of my clients. As an accountant, my job is to look out for my client's best interests (usually saving money, and more recently, giving back to their local community). Process Green has taken care of both needs and done so with great feedback from everyone I have referred to them.
Edward at Process Green has been of incredible help to our clients looking to expand their impact in the community. He's the bridge that connects local businesses to non-profits and organizations making a difference. He leads with his heart and provides very simple solutions to help businesses get started.
Edward provides excellent customer service--usually same day--and is always available to explain the process and portal when you need him. I also like that his company gives back to a non-profit of our choice. I have recommended his credit card processing solutions to numerous clients, and they have all been happy. Thank you, Process Green!
Eddie was phenomenal help, I really enjoyed working with him all while giving back, as well! Thanks again!
Process Green helped me out through a terrible credit card ordeal with another company and you do good for society when you use them, win win!
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.