*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.*
3601 Green Rd UNIT 102
Beachwood, Ohio 44122
I worked with Toby Kaye while evaluating a business acquisition, and his support was a game-changer. He helped me review the due diligence materials, craft thoughtful questions for the seller and create a comprehensive pro forma business model. Having someone with his expertise to provide a third-party perspective and be a sounding board was incredibly helpful. His insights and professionalism are unmatched?I'd highly recommend him to anyone needing an accountant for business planning or acquisition support
I was in a desperate situation when I found Toby and the Thryve Group. My previous accountant was overpriced and unhelpful. Toby and his team are completely different. They're incredibly supportive and have saved me thousands by ensuring our finances are categorized correctly. I appreciate our monthly meetings where they provide fresh insights into our business. I connected with Toby through Goldman Sachs' 10ksb program. It's true what they say: your accountant should be your most trusted business advisor.
In the past three years, I've cycled through several accountants without finding the right fit. They struggled to grasp the intricacies of my digital business. The Thryve Group, however, listened attentively to my concerns and promptly offered solutions to long-standing issues. Their communication is exceptional. Their internal messaging system keeps conversations organized and clear, ensuring nothing falls through the cracks. The onboarding process for my complex business was surprisingly smooth, thanks
Toby and his team do an excellent job with En Garde Deer Defenses bookkeeping, accounting, and advice for our small business. They are prompt in their communications and help you understand the accounting world when it is not your specialty. Thanks, Toby, Susan, and Amanda! Great Job!
We had the pleasure of using the Thryve Group on a business project. Toby was a wonderful resource to us. He is meticulous and thought out with a big picture view of what your business can become. I would highly recommend him to anyone looking to scaleup their business as a tax and business consultant.
We've recently transitioned to the Thryve Group and could not be happier. I thought I'd save myself a few hundred bucks each month by trying to do some of the basic bookkeeping myself and have a CPA just do my taxes but did not realize I was leaving thousands of dollars on the table by not having a strong, experienced and dedicated CPA. Within months of moving over to Toby, he's saved us several thousands of dollars in tax savings. Most of us small business owners dread having to do the accounting but it's
I began working with Toby this year, and it has been a fantastic experience. Toby is methodical and thoughtful. I have worked with many different accountants, and he is the first one who I feel is truly up-to-date on the latest changes in tax code and knows how to apply them to my specific situation. I can't recommend Toby highly enough and look forward to seeing his business continue to Thryve!
Thyrve has been my greatest ally in making our business a success. Thank you! It is a pleasure to work with you!
In my first meeting with Toby at Thryve Group LLC, he pointed out some items that will save me $1000's on my taxes this year. I highly recommend Thryve to any small business owner looking for a fantastic accountant. Thank you Toby & Thryve!
We are SO thrilled with the services at Thryve! We have gone through 3 accountants who were difficult to understand, were not responsive to our needs, and not accurate with our accounting or taxes... and then we found what we were looking for at Thryve! The staff at Thryve explain things at our level, are meticulously accurate, and make innovative suggestions that help our business thrive!
Toby and his team quickly got up to speed on my business and immediately identified meaningful savings. In short order, they have been able to help me think about my business and strategy from a fresh and impactful perspective. It has only been 6 months, but this has already proven to be a game changer!
I've worked with Toby and the Thryve Group for a while now, and the job they've done is absolutely amazing. I recommend them to anyone seeking a top-tier accountant or business auditor. His next level knowledge and experience, methodicalness, advice, solutions, combined with his 5-star customer service, makes him the best in the industry!
Toby founder of thrive group has been a awesome assist to mine and my partner company. helping us Transition into becoming business owners. Giving advice on all situations in a timely manner. we?ve been with him since our first year of business in 2017 and intend to stick with him for many years to come.
Toby is a wonderful resource to any small business. His advice is spot-on and has helped me direct my own business and deal with vendors. Speaking with him, you immediately get a sense that this guy knows what he?s talking about and you should take his advice. I feel fortunate to have him as a friend and business consultant.
Toby, is fantastic person to work with. He built the financial foundations of my company to make sure it is set up and running in the most organized manner. He also has done my tax returns and was very strategic to make sure it was done in the most beneficial way for the company. Strongly recommend!
Toby is one of a kind. He is so proactive and constantly staying on top of changing tax law, local and federal government grant opportunities, and making sure to keep in touch and educated throughout the year- not just at tax time. I can?t recommend this firm enough.
Thryve Group has been fantastic to work with. Great communication and responsiveness. They have kept us on top of changing tax laws and helped think out of the box for our tax planning. We highly recommend Thryve Group!
Toby is a pleasure to work with. His passion to help a business grow and succeed is clear. I definitely would recommend his services!
Toby is an amazing person to deal with, he listens to all our needs and takes care of it efficiently.
Toby has a keen eye for spotting value opportunities and paving the way for scalable growth.
Really great to work with, Toby takes the time to listen and really understand your needs.
Flexible, knowledgeable and always on the lookout for ways to optimize, saving us time, money and energy.
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.