*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.*
1250 W Ironwood Dr Suite 105
Coeur d'Alene, Idaho 83814
Exceptional Service Beyond Expectations! I've had the pleasure of working with SC Business Advisory, and I must say, they are hands down the best accountants I've ever encountered. Their responsiveness is unparalleled; they're always on top of every detail, ensuring that all financial aspects of my business are handled with utmost precision and speed. SC Business Advisory truly stands out in their field, providing not just service, but peace of mind. If you're looking for accountants who are quick, thorough
In 2023 it became evident that our family needed a higher level of experience and expertise when it came to our Accounting. I was referred to SC Business Advisory by my financial advisor. I quickly understood once I had my initial consultation that this was the right firm to hire and trust with handling all of our needs. We are entering our 2nd year and having this company on our team has made our lives so much better. No longer have to worry about the day to day, month to month nuances of keeping records
Scott and his team are incredibly easy to work with. They care about your bottom line and will always tell you the truth. I wouldn?t want to work without them on my side. I highly recommend you call them to help with your business advisory needs.
Scott and the team at SC Business Advisory have been a vital part of our business team. Exceptional! If there were more stars available to give we would!
I can?t recommend Kristina enough as a bookkeeper! I have multiple clients that she works with, and I frequently refer new business to her because I know she?ll take care of them. Every time I check in, I hear nothing but amazing feedback about her! Kristina is incredibly patient and kind, always going above and beyond to ensure her clients feel supported. She is also exceptionally organized and on top of her work, which gives me complete confidence in her abilities. If you?re looking for a dedicated profes
This is the most exceptional accounting service I have ever encountered! I discovered this company while searching for a new accountant on Google, and I must say, I am so impressed with their professionalism, tax expertise, and communication! They are exceptionally thorough in their work, excellent at streamlining processes, and explain everything in a way that is easy to understand. I?m so glad to have SC Business Advisory as our accounting service, deeply appreciative of their hard work, and excited to co
Scott Cockerill has handled our books, payroll and accounting needs for over 10 years. His wisdom, experience, professionalism and practicality has assisted our growing business to be more profitable and make wise decisions and investments. He is forward looking and asks great questions and considerations. He works well with everyone in our company and our CPA. He works with small and medium businesses with expertise. He has worked with our companies averaging 25-67 employees. Highly recommend Scott and his
So thankful we found this outstanding company. We found them after a nightmare experience with another local accounting firm. Everything was such a mess and we were overwhelmed and confused to say the least. Kristina and Scott entered into our situation and helped us make sense of what seemed like an impossible mess. Kristina went above and beyond over and over again to help us regain our footing; she was beyond kind and understanding and offered encouragement when we felt extremely discouraged. They run an
SC Business Advisory has been a huge help to my business. After doing most of the accounting work on my own, followed by working with a business consultant, I decided I needed more "full service" help. Scott and his team have taken over my payroll, helped create and implement bonus plans for my employees, organized my accounts, prepared my taxes, and given valuable business advice along the way. I highly recommend businesses of any size to talk with SC Business Advisory about what they can do for you!
Scott has advised me for the last ten years. Since then I have started three different companies and all three are doing well. If you are serious about business and being efficient then Scott would be good choice for you. He has a way he wants things done and that is good for me. We are in the process of implementing an E commerce, b2b, CRM platform that will help us grow our business. SC Business Advisory will be called on again by me to help us with that and integrating it with our current accounting prog
SC Business Advisory services are crucial to running my business efficiently! They helped me set up an easy way to track my billing and give me peace of mind come tax time. Scott and his team are professional, responsive and meticulous with their accounting services. They are exactly what i needed to help my business thrive!
As my business grew, I became hesitant to pursue a professional service for "all the numbers" as I called it. Scott & Kristina have made things so easy, I'm confident to expand even more! Their promise to "take care of things so that I can focus on running my company..." was accurate & true. Oh em gee thank you SC Business Advisory (lame rhyme, but I mean it).
SC Business Advisory CPA are Awesome! They have been taking care of our business for years, and we love their attention to detail. Scott and Kristina are always there to help us through any business, payroll or tax questions along the way. I couldn't run my business without them! -- Dan
We have been in practice for almost 4 decades and I am sorry I did not meet Scott those many years ago. My life would be more organized, my bank account more abundant, and my strategies much clearer. He is one of those people who gently educates and guides with reason and intellect while valuing the importance of maintaining strong integrity-based business relationships. I never knew an accountant would be so close to being a tremendous counselor as well.
I am a busy contractor who wanted his business to grow. To do this, I basically needed to be in 5 places at one time. I was someone who thought that if I didn't take care of it; it wouldn't get done. Then I got so busy that I reached a point where I needed help. This is when I started with SC Business Advisory and I cannot imagine doing business without them. They run my monthly bookkeeping, keep track of my guys time with Tsheets and reports, they use an electronic filing system for all my invoices that I
We started working with Sc Advisory early last year and it has been a game changer to say the least. They are always working so hard to ensure things are done correctly as well as in a timely manner. They are always so friendly, efficient, and so easy to get ahold of.
Scott and his team are a true asset to any business. They are quick to respond to questions and concerns as well as the challenges of applying and working with the PPP loan. It is so reassuring to know that he is part of our team.
Scott is a great business adviser and accountant. I've been working closely with him for years and I wouldn't have it any other way. He will tell you what you need to hear, not just what you want to hear.
Excellent knowledge and service. Thanks Scott and Kristina!
Excellent full service accounting and Tax advice! Definitely helped automate and level-up my business
Knowledgable, loyal, and knows the tax world
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.