🔎 Looking for a CPA who listens? At Counsel CPA...
We schedule a meeting and I'm always in that first meeting talking to the potential new clients, just walking them through the process, walking through their pinpoints, what issues do they have? What are they looking for? It's very important for us to understand what issues you as a specific firm have and what is it that you're missing right now with your current CPA? Why are you moving? Why are you trying to find someone else just to get an idea of where we're standing right now and then we'll talk a little bit more about how we can help, how much we can be involved with your firm and at the end of that conversation, we'll come up with a solution with, okay, these are the services we'll provide you and those services can vary depending on the law firm. We could be involved as little as just doing the bookkeeping for a client, making sure they're in compliance with the state bar and providing them financials, as much as doing their billing, paying their bills, being involved throughout the year with planning and preparing their tax returns also.
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