*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.*
12121 E Broadway Ave BLDG 5A
Spokane Valley, Washington 99206
I have used Ben at Thrive CPA and am impressed with his thoroughness and thoughtfulness. He has been very practical in his suggestions and I very much appreciated his guidance during Covid. My orthodontic practice has been well served with Ben and Thrive.
I am a dentist and had to transition to a new accounting firm a few years ago and I was referred to Thrive CPA. They have great knowledge and expertise with the dental profession and they have really been a pleasure to work with. They are easy to work with, provide timely response to questions or issues, and they practice with integrity. I would recommend Thrive CPA to anyone looking for accounting and tax services for your business.
Thrive CPA helped me evaluate my dental practice acquisition, and has continued to provide Dental CFO ongoing services. Their entire team is wonderful -- knowledgeable in the dental field, timely, reliable, and caring people who I feel have my best interests in mind! I would highly recommend Thrive CPA.
Was referred to Thrive 5 years ago from our banker over at Washington Trust. Been the best decision from a financial end of things. Amazing knowledge of dentistry, business strategy in general and financial planning. Ben, Robby and the entire crew deserve a 5-star in every aspect of their business.
We have been so thankful to Ben and the whole phenomenal Thrive CPA team. These professionals have consistently demonstrated a level of expertise and dedication that is truly outstanding in their CPA field. Their in-depth knowledge and hands-on approach have been instrumental in the smooth running of our medical practice. When we started our new specialty medical practice we had lots of questions. Thrive CPA was able to not only help us get off the ground but also get us to the point where we were taking o
I am an endodontist in Montana. Thrive CPA is a top notch accounting firm that specializes in dental practices. They make my life markedly easier. Their whole team is well trained and attentive to concerns that arise. They respond quickly and thoroughly to questions. I truly appreciate all that they have done for me, my family, and my practice.
I have worked with Thrive CPA for several years. Kambri and Ryan are my main points of contact. I am very pleased with their work and services. Highlights include the following: 1. Thrive handles my bookkeeping, keeping my Quickbooks updated and in great shape. 2. Thrive sends me a monthly "CFO" report that summarizes my office's financial activity for the month. The report is easy to follow and keeps me on top of my office's financial situation and key indicators. 3. I have a quarterly meeting with my CPA
I was referred to Green CPA by a dentist friend who highly recommended their services...he actually said ?if I had been using Green CPA since the beginning I could have been retired by now.? Ben and his team are super friendly, informative and always available to help. I value their experience, knowledge and completely trust their judgement. Very comforting knowing the success of my business is a priority to them. Highly recommend them.
I am a dentist and Ben Green is the CPA we use for our dental office. He goes above and beyond and not only helps with taxes, but helps with any and all financial business matters. The best thing is his availability - he is always quick to respond to calls, emails, or texts, and takes the time to explain things in a way that make sense. I almost think of him more as the CFO of the practice rather than "just" an accountant. I'm lucky to have found him and would recommend him to anyone!
Our medical practice has been working with Green CPA for about a year and a half. We are 100% happy with this business. Every question is promptly and professionally addressed. The entire team is fantastic. They communicate regularly through emails and meetings, to keep us informed about our finances, our growth, and our projections. We wholly relied on them through 2020 Covid, as they continually informed and updated us on guidelines and changes, helped us through the loan process, etc. I can uneq
This is my second year working with Ben Green CPA. I have been practicing dentistry over 25 years and he is the best CPA that I have ever worked with. He is very current with the laws and trends in the industry. He has helped me with everything from purchasing a car to employee benefits, to tax strategies. Can't say enough good about his service.
They do a great job helping our business manage our finances and help us understand how to navigate the chaos called the IRS. Always available to help and answer any questions we may have. Overall a great experience working with this firm.
I am a dentist and business owner and I?ve been working with Thrive for years now. They provide exceptional service, responsiveness and value to their clients. Highly recommend!
Can't thank Ben Green enough for helping me with my business. I own a 950 acre hunting ranch in northern Wisconsin. Ben's practical advice, guidance, and support sure takes a lot of pressure off me while running a big operation. Ben has always been available whenever I need his assistance- that's so important to me. He's honest to a fault and an overall good, caring man.
Ben helped me figure out how maximize my return while I was a married college student in 2015. He knew of a reporting strategy regardig Pell Grants and income that TurboTax failed to leverage during the given reporting year. I was blown away at how much tax protocol he seemed to have committed to memory. Despite his evident intelligence, Ben was also friendly and helpful without ever condescending. I felt like he was going out of his way to help me the best he could.
I have had the best experience switching to Ben, I brag about how sharp and knowledgeable he is to friends and family. He is always honest and true. I love how he explains the process and is always quick to get things done. He is always available and willing to give advice.
Small firm that specializes medical, dental and small business accounting. The staff here are wonderful people who really care about their customers and their needs. A great group of people.
I've been a client of Ben Green for close to 4 years now and have been very satisfied. Both he and his staff are kind, knowledgeable and professional. I recommend highly!
great customer service and attention to detail. I own a dental practice and have been very happy with the advice and services so far.
Small business, not offered sadly. I was informed they only work with medical and dental offices.
Outstanding customer service and knowledge. Could be happier.
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.