*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.*
1 Las Olas Cir
Fort Lauderdale, Florida 33316
We are a small company, which struggled perennially to keep our books in order in a timely way. Each year we dreaded the new year and tax season, and vowed to stay better organized next time around. When our friend who runs a small school suggested we connect with her bookkeeper at the Original Bookkeepers, we did, and now, finally, our books are kept in order monthly. Our bookkeeper keeps finding outstanding money owed that we are able to collect. The service is impeccable: accurate, professional, and ki
I have been using Dianne as my bookkeeper for four years now. I wish I had started working with her many years earlier. If I have a question she replies immediately and is able to provide me with a detailed reply the same day. She has streamlined all of my accounts and sends me updates once a month. At the end of the year all of my accounts are ready to be handed over to my accountant for quick and easy processing of my corporate and personal taxes. I have already recommended Dianne to many of my colleagu
Dianne has been our accountant for many years and she has always been reliable and a pleasure to work with. We were seeking an experienced and trustworthy accountant and we found both of these important qualities with Dianne. She has been with us from inception and we look forward to continuing our business journey together for many more years.
I highly recommend The Original Bookkeepers LLC. Dianne is taking care of my business bookkeeping since 2015. Exceptional service and support. Trustworthy, professional and reliable.
Its been a pleasure working with Dianne over the past 2 yrs. She has been available for in-office and virtual meetings. There have been a few situations where her knowledge of the platform came in handy when I inevitably messed things up. She does make time to be available for her clients; I would highly recommend her.
Kym & Dianne from Original Bookkeepers have been a KEY in helping my business scale and my sanity. There was so much I didn't know when I first started, I am thankful for their patience and guidance. I love how my bookkeeping is seamless and magically gets done (though I know it's my little elves working on the other side) but in a busy business admin's world- I appreciate the ease and minimal instructions/communication- however they are always available when I do need to discuss something or need help solv
We have used Dianne for many years and multiple business! She is amazing. She also make sure you undersand what she is doing. We highly recommend her you won't be disappointed
Dianne is the finest bookkeeper I have ever worked with. She is smart, professional and dedicated. Additionally, she is very responsive; just a pleasure to work with!
I have been working with Original Bookkeepers for two years. They are friendly, professional, fair and extremely thorough with my busineses book keeping. Highly recommended.
Dianne is fair and reasonable with her services. She keeps my company books organized. She is excellent, and I would refer her to anyone!
I do not recommend Dianne and her daughter Kymberly for their bookkeeping services. Our books had to be redone and they over charge for the "services" rendered.
I have been using Original Bookkeepers since the day I opened my business five years ago and I am extremely satisfied with their services. They are always extremely helpful and quick to respond and answer any questions big or small. I highly recommend their professional team.
We have been working with The Original Bookkeepers for coming up on a year now! Our business has gone to new heights and we have gained great pleasure in the process.
Would not recommend them.
Very helpfull and a pleasure to work with
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.