Back to Directory
Redefined Business Advisors

Redefined Business Advisors

Reviews Summary

The reviews consistently highlight exceptional service, with praise for professionalism, accuracy, and responsiveness. Customers appreciate the expertise in bookkeeping, tax planning, and financial guidance, often noting how the team simplifies complex situations. Many emphasize the friendly, approachable nature of the advisors and their ability to build trust, especially for small businesses or multi-company operations. The overall sentiment is overwhelmingly positive, with frequent recommendations due to reliability, knowledge, and transformative impact on business operations.

About This Listing

Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
QuickBooks
Xero

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
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
QuickBooks
Xero

Contact Information

Address

216 Hartmann Dr Suite F

Lebanon, Tennessee 37087

Visit Website Call Now Get Directions

Hours

Monday 9AM-4:30PM
Tuesday 9AM-4:30PM
Wednesday 9AM-4:30PM
Thursday 9AM-4:30PM
Friday 9AM-4PM
Saturday Closed
Sunday Closed

Customer Reviews

Working with RBA has been the foundation for a new era in my small business journey. After 7 years of poor advisory from local firms, someone sugested I contact RBA for all of my tax and bookkeeping needs. I hesitated because I though working remotely (we are in Florida) was going to be difficult. Every hesitation I had was quickly erase on the first call with Hunter. For the past 2 years, trusting RBA with our bookkeeping , tax planning and even strategic planning was the best decision I made in a long tim

Highly recommend Redefined Business Advisors!! I've been a small business owner for 18 years and at times I have struggled with keeping all the bookkeeping and accounting in order. I can do it, but I HATE it! About 15 months ago I began working with a business coach. First rule of business: Hire an outstanding bookkeeping and accounting firm. I reached out to friends and associates but no one had a great reference they could trust. I went online and did one of those deals where you enter what you are look

I worked with Hunter and was absolutely blown away by how quick, responsive, and personable he was. We used his services to start up a new LLC and to complete our taxes. I will absolutely recommend RBA and Hunter to other entrepreneurs or those who need to file their taxes.

Hunter, has been an absolute blessing to me and our many businesses. ?He is always friendly, prompt, and knows what he's talking about. ?And we are not an easy client. ?We own and operate multiple companies in multiple different industries with multiple different problems and exceptions. ?He has taken the time to get to know and understand the complexity of our situation and the companies on an individual business. ?We are delighted he has caught up our books and even more excited to work with him on tax pl

Redefined Business Adivisors are great people to work with regarding all your small business bookkeeping and tax needs. They're friendly, accurate, and timely and I'd highly recommend them to anyone.

If I could give Hunter 10 stars, I would! He is excellent at his job and is a wonderful help when it comes to everything financial! I own my own business and with his knowledgeable and experience, he was extremely helpful in helping me figure things out. He is also very easy to talk to which makes working with him so easy! I highly recommend Hunter for any financial needs you or your business may have!

Moving my company, Church Answers, to RBA was one of the smartest moves we've made. The service and professionalism have been second to none.

Reliable and straightforward bookkeeping services. Recommend Hunter and Susan to help with your business!

Hunter completed our taxes for the first time last year and did a great job! Would recommend highly!

Hunter is great. Very responsive. Very knowledgeable and a pleasure to work with.

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.