*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.*
3200 E Guasti Rd #100
Ontario, California 91761
I've been fortunate to work with ROARK a few times during my job search as a company executive. The team at Roark genuinely cared and took the time to understand my strengths, specialized skills, and unique value, which set me apart from others. Erick has always been there for me throughout this process. From time to time, he calls to check on me, and we've built a strong relationship over the last 7 or 8 years, starting as a recruiter and client and growing beyond that. They matched me with companies whe
I've had the pleasure of working with ROARK and confidently recommend them to my clients, especially given their strong understanding of private equity-backed companies and their unique needs. ROARK truly stands out for their ability to quickly build trust and focus on win-win outcomes, making collaboration seamless and results-driven. Their consultative approach, combined with both project-based and interim solutions as well as tailored hiring strategies, makes ROARK an invaluable partner. I highly recom
Before working with ROARK, we were worried about finding the right replacement for our retiring Controller, especially someone with strong tech skills and expertise in budgeting and forecasting. ROARK?s deep industry and accounting/finance knowledge really put our minds at ease. They not only found us the perfect candidate but also stayed in touch and addressed any concerns we had during the transition. Our Controller has been with us for almost 3 years now and has made a huge impact. We're so happy with RO
We were in a challenging situation during a recent acquisition and the buyer-side due diligence revealed some questions our CFO couldn't answer. Referred to ROARK by our CPA, they stepped in quickly to assess the situation and collaborate with our team. They came up with creative solutions to address gaps in information due to our current systems. ROARK worked independently with multiple staff members and a host of third parties, demonstrating genuine care and effective collaboration at all levels. Thanks t
I have worked with Roark on multiple occasion for a variety of open positions and I would highly recommend this company. They are thorough from start to finish matching us up with ideal candidates. They follow up with constructive feedback and assist with on boarding to get the best candidates up a running so my business has little downtime. I have a great relationship with Keena Clark and she is my go to whenever I have an open position that needs filling. I am happy to recommend Roark's services and wi
I worked with Roark to find a CFO for our company. We had never had one before. They were easy to work with and gave us some good candidates. Keena stayed on top of everything. I am very happy with the candidate we ended up hiring. I would use them again for executive placement.
We used Roark to help find and place a new VP of Corporate Operations for our multi-state company. They were able to find us 3, very qualified candidates and we were able to make a successful offer to one that has made an impact in our operations right away and over a year later is still running strong. I would highly recommend using Roark's placement service.
We used ROARK to place our Office Manager and they were successful in finding us a great professional. Their team is knowledgeable and quite attentive to your needs, we will definitely use ROARK in our recruiting efforts as we move forward.
Keena made the process of hiring our Director of Finance a breeze! We met and went over what we were looking for, especially cultural fit. She found the perfect candidate who has now been with us for a year and we could not be happier. We highly recommend ROARK!
Our firm has partnered with the Roark group over the last 5 years. They have been very effective in contributing to our growth over those years through recruitment and by providing sound business advice. We look forward to growing with them into the future.
We used ROARK to help fill our accountant position and they were fantastic to work with. This company is unlike most other companies, as they have great values, they work with you and communicate with you constantly until the position is filled and then continue to check in to make sure the fit is a good one. I would definitely use them again.
We engaged ROARK to assist us in the search for a new CFO, and their performance was highly successful. Throughout the interview process, they demonstrated exceptional skills in delving into areas beyond my expertise, and they continue to follow up to ensure things are still running smoothly. We wholeheartedly recommend their services for future executive searches. Thank you, Eric and Keena, for all your hard work!
We have used other head hunters in the past who have found us decent placements but using Roark was a game changer for us. Keena found us our Unicorn Controller and I could not be more grateful. It's very hard to find a high end professional that enjoys working for a smaller family run business. Roark got it done. 100% worth the money, they truly delivered.
We used ROARK to place our Office Manager and they were successful in finding us a great professional. Keena and the rest of the team were a pleasure to work with. We would definitely use them again and highly recommend!
We have used Roark twice in the past year, both times with exceptional results. Our main contact understands the background and qualities that are important to us, and has been able to find multiple qualified candidates is shorter than expected time. I highly recommend Roark.
ROARK is a great firm!! We used them to fill our Controller position and they didn't disappoint. Professional, knowledgeable with a great pool of candidates to choose from. I highly recommend them.
Roark helped us through a difficult time after our Controller left by providing help the very next day. They really listened to what our long-term needs and goals were and provided us with a candidate that met those needs. The attention they gave us and the quality of professionals they provided were a refreshing change to other firms that work in this space.
I've known Eric for years and have used him and his team at Roark multiple times, successfully sourcing quality staff. They've also provided valuable guidance in general and have a straightforward, no-nonsense approach to business. I strongly recommend them.
I have used Roark FS exclusively to fill various key financial roles. They took the time to understand the organizational needs and culture that would ensure success for a newly placed individual. I highly recommend working with Ileana and the Roark Team. https://www.linkedin.com/posts/stevevivian_placed-a-controller-at-nissin-foods-last-activity-6932898466595553280-zOss?utm_source=share&utm_medium=member_desktop
I have been working with Roark for about two years now. At the beginning I met with Christina regarding a job opportunity which I didn't pursuit but later on she helped me in developing my professional profile on their platform. Little did I know this will be an opportunity to find my next job through Brian Meeks who has been nothing but helpful and courteous during my encounter with him. I will recommend their services to anyone gladly. Thank you guys for all your hard work, I truly appreciate it!
Had an awesome experience with Roark. The entire team was quick to respond, sourced great candidates, and found us a high-caliber full-time exec. Highly recommend!
ROARK supplied us with an interim controller in a pinch. The candidate we chose has been a great addition to the team. Thank you ROARK!
Keena Clark did a great job at helping me find a wonderful opportunity close to home with great pay. Thank you Keena for such a great job.
Roark help us find an interim CFO and did a great job finding the perfect person for the job within 2 weeks.
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.