Finding the Right Business CPA

magnifying glass looking at financial statements to highlight the difficulty of finding the right business cpa

When you’re running a business, your accounting needs are unique. In your search for the right CPA partner, it’s important to find a firm that understands how your business success affects your personal financial situation as the two are entwined.

At ARR & Co. we’ve been helping businesses and their owners navigate their accounting and financial well-being for 30+ years. The following advice comes from decades of serving clients running all types of businesses spanning a variety of industries.

An Active Listener Asking Comprehensive Questions

As with most business relationships, a great one is built upon good communication and interpersonal skills. When we initially talk with clients, it’s our role to ask comprehensive questions to understand the full situation and their needs. Then we listen. Carefully.

Accreditation, Licensed & Experience

You want deep experience in complex personal tax returns along with business accounting. It’s by looking at your full financial picture that a licensed and experienced accountant can provide you the most assistance. Accreditation ensures they have the training and tools to remain current with ever-changing tax law.

Relationships with Other Professionals

A seasoned business accountancy firm will have relationships with other professionals such as estate planners, financial advisors, attorneys, and actuaries for retirement planning. Managing your personal and business finances requires a holistic view and from time-to-time, you may need a specialist.

Confidentiality

Revealing financial information and personal details may feel awkward at times. That’s why it’s important that you feel comfortable and confident with your Business CPA partner. Open communication, based on mutual trust and understanding, begins knowing that your personal information is held in confidence by your CPA.

Encrypted Technology

If businesses hadn’t embraced the digital age before Covid-19, it’s now a fundamental requirement. Make sure when sharing information via technology that it uses encrypted protocols. For example, at ARR & Co we’ve used SmartVault, a portal where clients can upload and download files safely and securely, for over a decade. We’ve transformed our offices to be paperless without losing the personal touch of service.

Proactive vs. Reactive

A great CPA partner will be actively looking for solutions for you and your business even before you may be aware of an opportunity or emerging issue. Your CPA should respond to your immediate needs as well as seeking out ways to help you can minimize taxes, improve profitability, accurately forecast, and save for future events like capital expenditures or retirement planning.

A Support Team

One of the many benefits of working with an experienced Business CPA firm is the personalized support you receive from your primary contact as well as their team. Knowing there is always someone available to answer a question year round — especially if it’s urgent — is priceless.

On-Call Advisory Services

Should you lease or purchase a company vehicle? Is an S-Corporation or Limited Liability Corporation the best structure for your business? Should you create a SEP or other type of business-funded retirement account? These are just some of the questions we can answer for you. Benefit from our 30+ years of experience to get the answers to what you need exactly when you need them.

Business CPA Services Start with a 30 Minute Consultation

 

“We have been a client  for a number of years and have used them to prepare our personal, business and rental property returns. We love the personal service, friendly office and the fact that they are proactive. We have used large and mid sized firms in the past and have found that Adam is much more thorough and caught many errors previously made by the larger firms. We would highly recommend this accounting firm.” 

~ Anna M. 

“I have been a client of Adams for over 10 years. The firm handles the accounting for 2 of my businesses as well as my personal return.  Over the years I have referred several people to Adam, all of them giving rave reviews to Adam and his team.”

~ Andrew N. 

“A+ Service. As a new business owner, I was a bit clueless and frustrated dealing with taxes. Rosenberg made everything simple and put me on the right path to success. Life’s good!”

~ Jessie O.