Making The Right Move By Choosing A CPA

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Personal Financial Planning, Retirement Planning, Tax Planning & Preparation, Small Business Accounting, Cash Flow Management, Business Loan Assistance, New Business Startup (0-2 years) — these are all important topics that you'll be weighing in on regularly, and they're all factors that are much easier to work with when you have the right CPA by your side. Working with a CPA is about more than the standard tax preparation service — it's about guaranteeing that the decisions you're making are backed by confidence and actionable intelligence. Consider some of the important questions you'll be asked to answer on a regular basis:

• How do I make sure that I'm doing the right things now to achieve financial independence by retirement?
• What strategies can I start implementing today to help my business become more profitable down the road?
• How do I make sure that my business is not growing too big too quickly?
• Is now the right time to hire more staff, or do I need to wait?
• Even in terms of your personal life, long-term success still requires you to think about things from a financial perspective
• How do I make sure that I'm saving enough money to guarantee my children a quality education?
• How can I help my family become financially healthy now and ride that momentum well into the future?

Making the wrong move when answering any one of these questions can be devastating — and that's exactly the type of situation a CPA will help you avoid. CPAs bring not only an unparalleled level of experience to any situation, but also a deeply rooted level of knowledge and a sophisticated education that you just can't put a price on. You're talking about someone who has graduated from college, has a master's degree in finance or accounting, and has passed a rigorous CPA examination. A CPA is someone who has taken the step of becoming licensed to practice in a particular state and is dedicated to upholding a code of professional conduct that puts clients first and foremost at all times.

More than anything else, a CPA is the only choice for your tax and accounting needs, because they're more than just a service provider — they're a true partner in your success in every sense of the term, both personally and professionally. The importance of this alliance is something that cannot be overstated enough.

Ready to get your feet wet? Start your journey by calling 646-718-5912 anytime (24/7) to interact with our firm's new and agile Q&A knowledge database. We encourage you to write down all of your questions prior to calling to interact with our Q&A knowledge database. Think of this as an opportunity to learn more about our boutique CPA firm at your own pace. Remember that you are always in control- the pace setter. Therefore, you ask the questions at your own pace, and you will receive a very friendly, clear, and concise answer, socialized in a casual manner. Don't forget to ask about our:

• firm, ownership, and affiliations
• services
• pricing
• approximate time of completion
• what to expect
• how we can create value
• next steps after the intro call 
• any other questions that you can think of

After your intro call, we will touch base by the close of our business day, 9PM EST.