What services do you offer?

We provide businesses and individuals with the financial tools they need for success. Whether you need bookkeeping services, payrolls managed, or financial consulting, Smith CPA can assist. Our team of experts can provide these services at a significantly lower cost than a full-time financial employee. Click to see a full list of our services here.


Why use a CPA?

CPAs achieve high standards of education and then pass rigorous examinations. In addition, they’re regulated by their resident state, must meet strict continuing education requirements, submit to peer review, and adhere to a stringent set of ethical standards. A CPA is a financial expert and a fiduciary whose certification and skill sets are one that only 0.2% of the population has. Your finances should be handled by a financial expert who understands the various regulations and can assist you in succeeding.


Should I consult a CPA if I’m starting a new business?

Yes. You’ll need to discuss the best organization for your company for tax purposes as well as numerous other issues relating to operations including pricing, inventory, payroll, liability, and profit margins. How will you handle your bookkeeping, banking, payroll and bill payments? Don’t wait until year-end to hold these discussions. You could make decisions without the proper advice, which could hurt you financially or legally. Be prepared in your finances.


What should I consider before hiring a CPA?

Your first step is to decide how best we can serve you. The more you understand what you need, the better we can match our services to those needs. If you’re not sure where to start, we can assess your situation and offer you guidance. Different CPA firms provide different styles and levels of experience and services. Some general questions you should ask yourself might be:

  • Will you need help with personal financial issues, individual or corporate tax returns, retirement, estate, or college planning?

  • Are you seeking investment guidance?

  • Do you need business financial statements? Do those statements need to be audited, reviewed or compiled? How often? Are you required to provide specific financial reports to government entities?

  • Are you confident in your own ability (or your staff’s ability) to handle financial and operational issues? Do you want to do as much as possible yourself, or are you considering outsourcing some functions, such as bookkeeping and/or payroll?

  • Do you need help preparing a business plan or a personal or business loan application?

  • Do you need other consulting services, such as strategic planning, budgeting, or cost analysis?

  • What can you budget for CPA services?