*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.*
2784 N Decatur Rd Suite 100
Decatur, Georgia 30033
There are not enough stars to review Revolution Financial. Truly! Infinity stars! We met Sandy years ago via a networking group. We starting working together for monthly sales tax filing, book keeping, financials and then, of course, yearly tax prep and filing. Our relationship has grown into something priceless. Revolution as a whole does all those business and financial tasks for us beautifully. They do a great job but the remarkable part is the business guidance and partnership that we have in Sandy. She
Look no further - Revolution Financial is the only accounting team you will ever need for your small business! They have supported me and my business for over 7 years now, and they are incredible. Everyone is organized, responsive, knowledgable, and so kind. Sandy has built the most wonderful team - I am beyond grateful for Sandy, Kevin, Sally, and Mallory!
Sandy and the Revolution Financial team are always a pleasure to work with, and they take very good care of their clients. I recommend them enthusiastically.
I don?t know what I can say about Sandy and her team at Revolution that would do justice to their top notch services. I have been working with Sandy since 2018. As a business owner, you want your accountant to see your financials through a business lens. Sandy treats my business like her own. She is invested in its success and longevity, and helps me make decisions accordingly. She?s forthright, pragmatic, and no-nonsense. Her staff is accountable and proactive and very pleasant to work with. The whole tea
Revolution Financial is an amazing accounting company. Sandy, Kevin and Bronwyn helped us to organize our small business finances in an efficient and timely manner. Sandy keeps up to date with the tax laws and is proactive in helping us make the best decisions. Her team is the best at explaining what is important for us. I appreciate her honesty and meticulous attention to detail. Without reservation. I highly recommend Revolution Financial!!!!
Sandy, Kevin and the entire Revolution Financial team are awesome. As a small business owner it is crucial to have your books in order. I am grateful for the support, guidance and knowledge they provide. Whenever I have a question or need a document to submit they are always there for me. Working with Sandy and Kevin allowed my practice to become WBENC and NGLCC certified. I highly recommend Revolution Financial!
Sandy and her team at Revolution are amazing. They give personalized service, send out updates on new laws and regulations, and are just really nice people. They helped me navigate the processes of applying for PPP and ERC programs during COVID and are always quick to answer any questions I might have. So glad to have them as a part of my team.
Kevin and the team at Revolution Financial have been absolutely a-mazing! I started our business 7 years ago, and 6 of those have been with Revolution and their expertise. Would highly recommend to any small business owner!
I used Revolution Financial for my business accounting needs for over a decade an have always been completely satisfied with their services. Knowledgable, friendly, and accessible. Highly recommend.
Revolution does a great job managing our company accounting. They are very thorough, easy to work with, and always available to answer questions.
Couldn?t do it without them! I have been through many changes- opening, closing and restructuring businesses, and they?ve helped every step along the way. Professional and easy to get in touch with! Thank you Sandy, Kevin & team!
Best CPA I've ever worked with. Attentive, thoughtful, wonderful about answering all of my questions! 10/10 they are fabulous.
Sandy John's runs an amazing firm. She cares about helping business owners and serving them well.
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.