*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.*
3011 Townsgate Rd Suite 240
Westlake Village, California 91361
I am delighted to share my experience working with Bob Grewal, who played an instrumental role in helping me sell my company. Bob is the epitome of professionalism, responsibility, and organization. Throughout the process, he consistently demonstrated a deep understanding of the market and exhibited an impressive ability to ask the right questions and approach the appropriate individuals. Bob?s strategic insights and meticulous attention to detail ensured that every aspect of the sale was handled smoothly a
After years of searching for the perfect M&A Broker to sell our business, we were introduced to Nolan Kapp?and he exceeded every expectation. Unlike others, Nolan truly understood our business and appreciated the unique value we brought to the market, recognizing aspects that previous M&A Brokers overlooked. Nolan led the entire selling process with skill and professionalism, making a complex sale feel seamless. He collaborated effectively with all parties involved, from our accountants and attorneys to the
This review is to reflect our experience with dealing with Bob on a deal early this year. We are a serial buyer of manufacturing shops within the Los Angeles area. We have a committed pool of capital that we can deploy without the need for outside approval. Bob approached us to buy a local opportunity for 2 retiring sellers. These were gentlemen operating a business that we already owned and bought a few of. An operation that we know well and had the internal infrastructure to accomplish a quick close and s
Bob handled the sale of our business in August of 2022. He made it a very pheasant and easy experience for us , handling everything from beginning to end for the sale. He was easy to work with and very knowledgeable with all the aspects throughout the sale . I highly recommended Bob Grewal if you are selling a business . He will go the distance for you to get you what you expect .
My partners and I had owned our business since 2007 and were really ready to sell it. Our niche business was focused on marketing products that can help seniors enjoying a better living everyday. We interviewed few business advisors and we found most comfortable with Bob. He found us a great buyer and worked with us through the whole process. He was always available and ready to help with whatever was needed to get the deal done. High integrity, honest, hard working, diplomatic, and the ability to make a
I had owned a business for over 15 years and was really ready to sell. I needed someone who I could work well with, trust to find the right buyer and be completely honest in what it would take to sell the company. Bob came to me by way of a referral and I have to say I could not have been happier with the service he provided. He found the perfect buyer and worked with me through the whole process. Even though I know he has other clients I always felt like I was his only client. He was always available an
My wife and I hired Bob Grewal from Seapoint Business Advisors recently to help us with a large business transaction. We were given his name by a close friend who had utilized his expertise to sell their business a few years ago. Bob was extremely professional, reliable, knowledgeable and patient throughout the whole process. We both felt Bob was indispensable to the success of our transaction. I would recommend him to friends and family.
Kevin Berson is amazing to work with. Without a doubt, his most valuable trait is his responsiveness. He would respond to my calls, texts, and emails in what seemed like an instant. He is very knowledgeable and made our experience so much better than I could have imagined. Kevin helped us sell our business and we received a better than expected price. We received multiple offers and he guided us through the entire process and what was an accelerated timeline. I would highly recommend Kevin, he is a pleasure
Kevin Berson helped broker the acquisition we made for Alros Label Co. From the first communication with Kevin, we knew we were in good hands. He was extremely responsive throughout the entire process and went above and beyond at nearly every step. His help went beyond simple due diligence as he not only ensured we had everything we needed from his client, but consistently made recommendations/introductions for lawyer, accountants, surveyors, etc. Whenever a question arose, he conducted his own thorough res
Followed through from beginning to end with precise attention to detail on all financial matters and items related to the sale of our business. Extremely knowledgeable and courteous in all dealings with us and with potential buyers - good job of screening potential buyers . Helped to get all monies due us for the sale in a fair manner. Highly recommend Sepoint Business Advisors for anyone interested in a sale of their business.
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.