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PROSPERUM

PROSPERUM

Reviews Summary

Customers consistently praise the company for its quick, efficient, and professional service, with many highlighting exceptional customer support and clear communication. The team is commended for offering flexible, tailored financing solutions (SBA loans, merchant cash advances, bridge advances, inventory financing) that meet diverse business needs. Reviewers appreciate the staff's responsiveness, transparency, and willingness to guide them through the process, often noting how funding was secured faster than expected. Several mention relief during financial tight spots, with specific gratitude for customized programs and hassle-free approvals. A recurring theme is the team's ability to simplify complex financial products while maintaining a friendly, supportive approach. High satisfaction is evident across all reviews, with many explicitly recommending the company.

About This Listing

Bookkeeping
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance

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
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance

Contact Information

Address

8 W 36th St. floor 7

New York, New York 10018

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

I was honestly a bit confused about bridge advances and had a lot of questions, but their team took the time to explain everything in detail. They really made sure I understood all my options, and after a thorough discussion, I decided to go ahead with them. I'm so glad I did! The customer service was top-notch, and they delivered exactly what they promised. I couldn't be happier with the results and the experience overall. Highly recommend them ??

Used their bridge advance to cover a gap after a late invoice. Helped a ton during a tight month. They knew small business inside out, so I def recommend ??

Ms. Williams is good to me and very friendly good in providing assistance when it was hard for me to get funding by explaining all options never force me to take up any deal but make me comfortable before accepting any deal. She's a five star help I had a very good experience working with her.

Loved their custom financing programs! They found me perfect options that matched my business needs exactly

I needed flexible custom financing programs for an unexpected opportunity and got exactly that. The team was helpful, fast, and clear about everything. Very grateful!!

WOW!! Their inventory financing gave us the runway we needed without drowning in interest. Quick replies too which I never expected from a finance team, lol.

Fabulous to work with Timely , caring , on Task, Math is correct , delivery is as promised, treats you like you are family from first call. Gets results !!!

Staff is lovely, and their custom financing programs are amazing... They took the time to understand my needs and I got the perfect funding plan that works for me??

UPDATE** Before you read the bottom, I was later contacted by Lev Kuperman, a Managing Partner at Prosperum Funding. Lev went above and beyond to make things right. He refunded not only the fees I had paid but also the amount I owed from the first fictitious loan. He assured me that Prosperum Funding does not operate in the unprofessional manner I experienced and that Dwayne Webster is no longer working for the company. Lev didn't have to go that extra mile, but he did, and it really impressed me with th

Excellent service all around! The reps were very responsive and on top of my file until closing. Thanks for a great experience!

This company offers amazing custom financing programs, and they are great at communication and very easy to work with!

Great company to work with. The entire process was quick and easy. The staff even made closing fun. Thx again!

Great company to hire if you need help with inventory financing!

Opening a business line of credit was incredibly easy, thanks to their help. I would recommend them any time!

From the very first interaction, their team demonstrated professionalism, transparency, and a genuine commitment to helping me succeed. They guided me through the funding process with clear communication!

Using their merchant cash advance and bridge advance gave me solid financial breathing room.

I wholeheartedly recommend this service to everyone interested in merchant cash advance!

Fantastic customer services skills! Also great if you need money in a pinch.

I have been working with Prosperum for some year now. Great company great and very helpful and knowledgeable staff ,they have helped many of my clients get the funding their business needed .

Got set up with SBA and a custom financing program in one call. Never thought it was possible

The best team to hire if you need help with inventory financing. They know exactly what needs to be done and the best ways to do it, considering your specific situation!

Cannot recommend them enough if you need help with a merchant cash advance! Excellent service!

I was approved for a SBA loan in less than one week!

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.

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