xendoo Online Accounting, Bookkeeping & Tax

xendoo Online Accounting, Bookkeeping & Tax

Reviews Summary

Customers consistently praise the service for its professional, responsive, and knowledgeable team. Bookkeeping accuracy, tax expertise, and seamless software integration are highlighted as key strengths. Many appreciate the proactive communication, attention to detail, and personalized support, which saves time and reduces stress. The cost-effective pricing and added value (like Xero subscriptions) further enhance satisfaction. Overall, users highly recommend the service for its reliability and exceptional customer care.

About This Listing

Bookkeeping
CFO Services
Tax Preparation
Tax Planning
Small Businesses
E-Commerce
QuickBooks
Xero
Remote Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
CFO Services
Tax Preparation
Tax Planning
Small Businesses
E-Commerce
QuickBooks
Xero
Remote Services

Contact Information

Address

6700 N Andrews Ave # 300

Fort Lauderdale, Florida 33309

Hours

Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday Closed
Sunday Closed

Customer Reviews

I run a business, and keeping up with the accounting used to give me constant headaches. With multiple credit cards, withdrawals, deposits, and charges going in and out, it felt impossible to stay organized. Ever since I started working with Xendoo, everything has been so much smoother. They?ve helped me get my finances in order and made it easy to stay on top of everything. I?m on the plan that also includes year-end tax filing for the business, and it?s been one of the best decisions I?ve made. Xendoo is

We have been using Xendoo for Accounting Since 2018 with our four different companies and we think we work well together and they deliver on our expectations. Tax planning and completing the tax returns via the Xendoo portal, makes life easier on all, so communication is streamlined and less back and forth. Reaching our assigned team members has been easy. Look forward for continued help from Mario and Louis! We thank them for what they do for us.

Even though I wasn?t the right fit for their expertise, Denny did a fantastic job of making sure I felt heard and understood. They gave me clear, solid advice to move forward with, and did me a true favor by recommending that I get the service I needed for a lower rate elsewhere(who does that?!). So appreciative for the integrity of this team in today?s world.??????

I can't say enough good things about Ruth and the Xendoo team! My books have never been this accurate, and having the ability to schedule calls directly on Ruth?s calendar at any time has made managing my finances so much easier. She is incredibly professional, knowledgeable, and responsive. I also use Xendoo?s Tax Department, and it makes everything seamless?! I Highly recommend Xendoo and especially Ruth for top-notch service.

I cannot recommend Xendoo highly enough! My accountant Jared and tax preparer David are incredible to work with. Jared reconciles my books super quickly each month and is really responsive (which, for an accountant, should earn him a medal on his own). David is incredibly knowledgeable on tax strategy, and somehow always finds ways to save me money or even get me a refund (which is wild because I always expect to owe money at tax time). I've been with Xendoo for 3 years now, and I can't imagine going any

Nothing short of AMAZING from Xendoo. I have been with them for 5 years. They have been with us from the time we made little to nothing - high figures. You will not be disappointed. What I like most is how they grow with you, when your business grows. You don't have to know tax laws or loop-holes for them to apply to you. If you use Xendoo, speak with your bookkeeper every month. Laura, Louis and Mario are business geniuses. The entire company's platform and service makes a difference. Yes, I know it seems

We switched to Xendoo a few years ago. We've never regretted the move. Xendoo does excellent work - both corporate and personal - for us. Our corporate accountant - Tanesha Webb - is always on top of our account and actively communicates with us. She does a great job for our company.

Sabrina helped me out and got more done in 30 minutes than I ever could have in several hours! She was friendly and knowledgable, and was great to work with. It's great to know I can get professional help quickly when I get stuck with something on Xero!

We have worked with Kamilah at Xendoo for a couple of years now. She has been an excellent resource and is amazing at providing our bookkeeping. Tax time is simple with Louis and Mario handling the accounting. Thank you to the entire team!

Matt Johnson has been an excellent bookkeeper who proactively seeks guidance and asks clarifying questions to ensure accurate records, rather than simply reacting to audit findings. His attention to detail and forward-thinking approach have been outstanding. I would highly recommend both Xendoo and Matt Johnson for bookkeeping services. Additionally, Louis Goldenberg serves as an excellent CPA who provides strategic guidance to optimize business performance. Together, they deliver incredible value and comp

Xendoo has been very helpful to my business. They have kept my bookeeping clean and organized and they are very affordable for a small business like myself. My account rep, Javiera Gando has been especially helpful. She took my account over and things were a bit of a mess to due to my invoicing software not properly syncing into my financial software. She had an incredible amount of patience with all of that and helped me figure it all out. Her communication is terrific, and she has given me peace of m

It?s been such a blessing to have Javiera as our accountant. She has worked hard to clean up errors made prior to our account being reassigned to her. She?s wonderful at providing detailed explanations to all of my questions, and being open to discussion if I think something should be booked differently. She is an essential part of our business!

Choosing Xendoo to manage my bookkeeping and taxes has been one of the best decisions I've made for my business. My bookkeeper, Elizabeth Marino, is fantastic?she's proactive and always stays ahead of everything. Highly recommend.

I have been with Xendoo since March, 2023 and I have been very happy with the service I have received. They have taken away a lot of the headache! My bookkeeper, Javiera, is very professional, knowledgeable, and consistent. The accountants are also very thorough and knowledgeable. I am glad I went with Xendoo!

We are having an excellent experience with our bookkeeper, Stacey. She is extremely responsible, focused, and always available to clarify our doubts with patience and professionalism. Her attention to detail and commitment to keeping our accounting in order make all the difference. We highly recommend her work without hesitation!

The team at Xendoo is just flat out excellent. From bookkeeping. tax services (business and personal), general accounting, and providing business advice...simply top notch. Thank you to Louis, Natasha, and Mario for making our experiences with Xendoo as good as we could hope for.

Xendoo and my Accountant, Stacey Williams, have been great for me and my small business. All of my monthly bookkeeping needs are met within my needed timeframes and Stacey is always super responsive and very friendly! Their website is super user friendly and access to all needed documents are easily attainable.

Taxes and accounting can be stressful, but Xendoo and specially Baisgy Alvarez makes everything so much easier. She always sends documents on time and is incredibly patient with my schedule. As a busy business owner, I have a lot on my plate?but she simplifies everything, from filling out charts to requesting information and following instructions. When our business was impacted by a fire on the floor above us, Xendoo even reduced our fee for that month. That kind of support means so much?during hard times

Great company, been using them more than half a decade now. Highly recommend Natasha Mahajan for your personal accountant. She's always on top of the work, very polite, and super knowledgeable.

Natasha is the best best best bestestest rep ever to be assigned to my company. Been with her about 2 years now and when it comes to dependability she is that. Love the company, i think all business owners need Xendoo for book keeping. Best peace of mind but Natasha she is amazing!

Our Accounting Manager of many years relocated. Instead of re-hiring for the position we decided to manage remotely using Xendoo. Jada, Rae and Ala have been incredible to work with. Apparently nothing exceeds their capabilities. They suggested Xero and bill.com as replacements for our legacy software and we couldn't be happier. The transition has been quick and flawless. Highly recommend this company and Team.

I have been with Xendoo for nearly three years, and I have to say I am extremely happy with my bookkeeper, Rae Robinson. She is one of the best service representatives I have ever dealt with across all service industries. Rae is very professional and loves her job!

Great team and great help, Jada and D'Erica did an amazing job in getting our questions answered and getting the help we needed. If you have the opportunity to work with them directly, or even if you are just making use of the free consult through Xero - we highly recommend them!

My small business has been with Xendoo for more than 3 years, and I highly recommend their services. We went through a few bookkeepers during that time, with mixed results, so I recognize that the experience is dependent upon the team assigned to you, as at any accounting service. In our case Ruth Roman has delivered a very positive experience, and on more than one occasion has gone above and beyond to customize to our unique needs as a startup. So far, we haven't been able to surprise her, and we've thrown

Great support with solving my issues with Xero as a new user, first time business owner and extremely novice bookkeeper. Live support from Derica and Jana was exactly what I needed. They were clear and supportive. Would love to see more live support and partnership with Xero and Xendoo in the future.

A True Asset to Our Business We have had the pleasure of working with Ruth R. (Xendoo) for several years, and we couldn?t be more satisfied with their expertise and professionalism. Ruth has been instrumental in managing our QuickBooks, ensuring that our financial records are accurate, up-to-date, and well-organized. Ruth R. consistently goes above and beyond, demonstrating exceptional attention to detail and a deep understanding of accounting principles. She has helped streamline our bookkeeping processes,

My support concierge, D'Erica Thompson, was extremely patient and helpful with me during our virtual session. We were switching from another accounting software to Xero and I was having some issues with managing our business accounts. Ms. Thompson was able to quickly determine where I wet wrong in the Xero reconciliation process and walked me through how to fix my old errors as well as how to prevent them in the future. I feel more confident using this software now and believe it will meet our business need

Laura Harvey has been our company accountant at Xendoo for three years . She has been great pto work pwith, always willing to go the extra mile. I highly recommend Xendoo to any company needing accounting services.

Rae Robinson is a WONDERFUL bookkeeper. We have been working together for several years now, and I am so appreciative of her patience, diligence, and kindness, and yes, of course her ability to keep our books well organized. Thank you, Rae!

I have had zero experience with Xero and Sabrina was very patient and kind with me. I really appreciated her knowledge and her patience.

I am so thank for Kamilah at Xendoo. I was so behind on my bookkeeping before finding the team at Xendoo. They are so responsive, considerate and beyond helpful. 10/10 recommend using their services. Thank you, Kamilah!!

Working with Rae Robinson from Xendoo is a pleasure. She is highly available, very efficient and works with our priorities. She is part of the team, we love working with her.

Jada did a great job making sure the QBO account was properly setup for our new franchise owner. She was patient and receptive to our needs and handled it like a pro!!

Our bookkeeper, Ruth, has been excellent. She is patient with all my questions and does a great job keeping our books clean so I can focus on other areas of the business.

We love Elizabeth! She is very on top of things and answers any of our questions promptly. It is a pleasure working witih her.

Baisgy was awesome. She took the time to provide me with detail information. I never felt rush when I delt with her. She even took the time provide me with information on my QBO when I had to transition to another provider. Excellent service Baisgy!

Lee has been working on my books for 5 yrs and we hit an issue with reconciling my books. She was able to account for the discrepancies which were due to application functionality and get my books back in order. Thank you Lee for the years of support!

The live session is very helpful; the Xero Concierge, Sabrina in this case, was patient and knowledgeable, able to clear up every question quickly and concisely. I'm very glad I chose this accounting program.

Game changing for us as a client. Literally feels like we have an entire finance & accounting team! Oh and by the way - they are really nice too - we love Xendoo.

Rae Robinson was a God send to me from Xendoo! She was not only on top of all of my corrections, she helped educate me on how to manage my accounting software moving forward. She was so efficient and I truly appreciated her efforts to get me back on track!

Xendoo is the absolute best company I have worked with. The bookkeeping service is flawless and support is simply the best. Tanesha is a bookkeeping genius. I can't stress enough how skilled she is. I have to do Zero work with her managing my books. They always respond quickly to anything I need. Books are always accurate and the reports are extremely helpful to running my business. When it comes time to filing taxes, they have you covered. They are tax professionals that know everything about business taxe

Lee is especially kind, helpful and knowledgeable! She is amazing and I?m grateful to know and work with her!

Great Value received. Stacey (Bookkeeping) has very good attention to detail and keeps me on schedule with my monthly reporting.

Natasha Mahajan is a pleasure to work with. She's quick to respond, does a thorough job, asks questions whenever something is unclear, and makes accounting work a breeze!

Highly recommended, Xendoo manages my Delaware Corp for close to 4 years now and have been great to work with.

If I could give them negative stars, I would. This business trains its staff to be masters of deception. I?ve never experienced anything like this?speaking to a representative who bragged about operating in 13 countries and 48 U.S. states. But when I asked for specific locations, they could only provide a supposed 15,000-square-foot headquarters. A quick search on Google Maps revealed the truth: there?s no physical presence, just a remote scamming operation. The lies didn?t stop there. When asked about e

We have worked with Stacey for several years as the accountant who handles our account. I would highly recommend Stacey and Xendoo for you business accounting needs

Natasha does a great job. She is very prompt and accurate with her book keeping.

Xendoo has been a lifesaver! Their service is fantastic, especially considering the affordable price. They've taken a huge weight off my shoulders by handling all my Shopify store's bookkeeping needs. They're incredibly professional, efficient, and always available to answer questions. Xendoo is truly a value-add for any small business ? totally worth it!

Been working with Jared for bookkeeping for some time now. All positive experiences. No complaints.

D'Erica and Jada walked me through Xero and taught me much about the software. They are pros!

I had to reschedule, and then they did as well a few times, but when I had my session with Jada, she was delightful, patient and made sure ALL my questions were answered. We ran out of time in our original session due to me not logging in twice before our , I had to authenticate my account. Jada offered to schedule more time later that day, to insure I got set up to the level I needed. That is very rare these days and was so appreciated. Jada is a rare gem!

Jada was fantastic in being very efficient in showing us the ins and outs and answering our questions professionally.

I had the opportunity to work with Derica and Jada as part of Xero support and they were very friendly, patient and helpful clarifying my doubts and helping me successfully balance my bookkeeping.

I had a virtual call with Jada Williamson, and she fully explained how the platform works. Every question I had, she was able to answer thoroughly. We shared screens, and she helped me make some new classification accounts specific to our business. This has all the features of QB, but is more cost effective. Great job, Jada

I've had this service for a few years. The staff is very friendly and always eager to help when needed. I am very satisfied with their service.

My experience with Xendoo is great and it's pleasure to work with Michel and David

The Xendoo team is fantastic! Excellent customer service and expertise. This is the perfect solution for a startup, early stage company or small and medium sized business. You can outsource your A/P, bookkeeping and financial reports to them and they deliver quality reports on a date certain each month at a reasonable price. What I really loved was how proactive they were and how responsive they were. They really helped me research and get to the bottom of certain issues without nickel and diming me. I love

I've had the pleasure of meeting with Steven from Xendoo and it was immensely helpful. As someone with less than a month of experience with Xero, it was great to have an expert look through my setup and confirm that I'm on the right track. Thanks again Steven!

I had a zoom call with Jada. She explained how Xero works, and gave some insights into how to convert from QuickBooks to Xero. In a lot of ways the two platforms do the same thing, but as a non-accountant, Xero is just easier for me to understand. They are very well organized, with visuals that help make reconciling transactions simpler to understand. I appreciate Jada's thorough explanation in a simple, yet insightful way.

Had a brief intro meeting with Steven to assist with Xero. Very efficient and gets a lot covered in 30 mins. Just set up another appointment for 1 hour with Steven. Will continue to work with him for my xero needs.

We absolutely LOVE Xendoo! Completely changed the accounting structure of our business. Juan is wonderful and even completed two years of catch up for us! The whole system is seamless from start to finish and very affordable. Highly recommend!

I received Xendoo as a referral from A2X and called in for an initial consultation and I felt very comfortable to move forward. A few days later I was assigned an accountant, Dylan. He is extremely knowledgeable, friendly, and got my entire five months accounting up to date in a week. I can't say enough good things and recommend this company to all business. We will now know each month how we are doing financially with certainty.

Working with Xendoo has been an excellent experience. More precisely, my assigned accountant is very well suited, she knows my business, was able to answer all my questions. It is a pleasure working with Xendoo and I would highly recommend to anyone who would benefit from having this service free up more time to run their business.

Brenda at Xendoo was incredible to work with. She was professional, kind, quick to respond, and most importantly took great care of our bookkeeping! We would most certainly recommend Xendoo to anyone!

Jada was very knowledgable and efficient. She ascertained my business needs in xero like a pro. Most of all, she was a joy to work with. I appreciated her patience and encouragement.

I can not say enough about how great xendoo has been for my business. Both my accountant and book keeper are fantastic. The price of their services is very cost effective. I get a free subscription to Xero. They integrate with all of my different software's for seamless accounting. I highly recommend this firm!

Xendoo has been a LIFE SAVER for us. We originally had a huge project to clean up more than 2 years of our books after we discovered our previous firm had misreported them. We had such a complex subscription and revenue structure that most accounting firms didn?t want to touch us. Xendoo took us on as a client, and completed the project within 2 weeks. They paid very close attention to detail, were extremely responsive (evenings, weekends, etc.) and got everything done perfectly. Since then, it?s been smoot

We swtiched from another accounting software to Xero, and, as certified specialists, Xendoo handled our setup and onboarding call. It was very helpful, informative, and an all-around great experience.

2 separate business working with Xendoo and same positive experience each time! Highly recommend this company and their services. Ask for Brenda as your CPA, she's great.

Not for us. We sell air compressors and other equipment and have a challenge with knowing where we stand day to day with cash. For us, we tend to sell an item, but not see an invoice for days or even weeks. With unknown costs, it is hard to feel comfortable with our bank balance. When I reached out to Xendoo, they were certain that they could help. Unfortunately, the way they do bookkeeping does not fit our business. They basically take each months incoming transactions and subtract the outgoing transacti

Jada was so very helpful in clearing my doubts with the Xero platform. She was very very patient and understood my onboarding problems with Xero. For a phone call that was suppose to last 30 minutes, she devoted almost an hour on explaining and solving my issues. Superb job Jada !!

Price shop all you want. Xendoo's customer service, communication, and quality of work is unmatched. Support on of the few companies that still knows what hospitality means in this day and age.

Great accounting firm that helped us out a ton! We thought we were going to do our own bookkeeping but we got way behind and they helped us get caught up for a very fair price. Communication is great. Always a timely response to all emails. Phone calls could also be scheduled if needed. Overall great to work with!

Xendoo is great and Natasha is so pleasant and professional to work with.

I just signed up with Xendoo for my bookkeeping and tax filing. I like the level of service they have been providing. I was previously with 1800 accountant and QuickBooks live bookkeeper and was not satisfied with their services. I?d definitely recommend Xendoo for anyone out there looking for an accounting firm.

There is no way this firm could have legitimate reviews. They completely destroyed my books for two companies. With one swipe their ?quick clean up? deleted all transactions that were input throughout the year and even changed the books back into the previous year where they were closed And had taxes completed. This type of service cost me over $7k so far to try and repair my books. If you have a decent size company with 10 or more employees do not use this service as they will put you out of business.

With Xendoo?s help, I?ve been able to save time, taxes, and frustration of being overwhelmed. My bookkeeping team at Xendoo is always available to help and on point with delivering my monthly reports to me each month. Starting a business and figuring out what tax forms need to be completed and when is challenging. They have helped me with my Amazon quarterly filings that I wouldn't have known to do without their guidance. It's super easy to create and track invoices on your account page. Everything abou

Xendoo proposes top services and reactivity and guys are very professional and nice too. It's a pleasure to work with. It's been for 2,5 years they are my CPA company and they manage my different offline businesses with a professional way. As I'm not US Citizen, Xendoo also takes care to report in IRS all related stuffs with my country . Keep going guys!

Natasha does an amazing job for our practice!

I am stunned by the level of service I received from everyone at Xendoo, starting with the CEO, who was the person who answered the phone the first time I called because she hated customers to be on hold. I also can't believe the price to do our corporate taxes, and to do a fantastic job. This company seriously has a customer for life.

Awesome service with great communication, personal touch needed in this field of accounting with small business

I am very Happy with the personal one on one with Xendoo. All the way here in Hawaii, I feel so important, My needs and questions are handled with care and very timely! The work done is very good and I feel found! We at Patticakes Bakery LLC. Love Xendoo & are so very happy you found us & we found you!! P.S. Extra Thank You to Davinia & Louis :) Aloha.................. Patti

See picture, Keep away find a real accountant if you need help it will save you money in the long run. They have no clue what real accounting is, Stay away! you pay little but you get even less. This is just another scam corporation to take money from investors, making promises they can't keep and services they can't deliver. Just ask them about their employee retention rate, the ones not willing to go along with the scam don't last, that "business" is like a revolving door. 78 Count Why is this not sho

If there is an option to give them 0 I would do it. I subscribed to trial, nobody has ever contacted me and nobody has opened Xero during the trial period. When I contacted them they told it is for them a small job. But the price is the same. They do nothing of what they claim they would do. Bookkeeping - they just reconcile items under Unknown and if you want full reconciliation you have to pay additionally even if they sell the service of bookkeeping under the package that you have already paid. They did

This company is happy to take your money without doing any work. I wish I could give less than 1 star

This was my first time filing taxes for my business and all I can say is 5 stars all around. Louis and the whole team are very professional and make taxes one less headache to deal with. I highly recommend and look forward to using them for the years to come!

Very useful and conscientious. Put me on a good path.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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