When it comes to managing your finances, you may feel overwhelmed with the amount of CPAs you are finding in your area. With so many options to choose from, finding the best CPA (Certified Public Accountant) near you can make a world of difference when it comes to managing your business’s finances. Whether you’re a business over just looking for strategic business consulting for a specific project or venture, or you need comprehensive financial services, a good CPA can save you time, money, and stress. Here’s a guide to help you find the best CPA near you.

What to Look for in a CPA

  1. Qualifications and Experience: Ensure the CPA you are choosing is licensed and has relevant experience in your industry. Look for credentials such as a CPA license and any additional certifications like a CGMA (Chartered Global Management Accountant) or PFS (Personal Financial Specialist). You may also want to see if the CPA you are considering has been featured in any local newspapers or publications or has won any local business awards in your area.
  2. Services Offered: CPAs offer a variety of services including tax preparation, bookkeeping, financial planning, and audit services. Determine your needs and ensure the CPA you choose offers the services that match them. Some CPAs offer comprehensive services, and others offer very specialized services such as tax planning. Consider what services you’ll need before searching for a CPA so you can find the perfect match. An experienced CPA can also help you determine what services you may need.
  3. Reputation and Reviews: Check online reviews and ask for references. A reputable CPA will have positive feedback and be willing to provide references from satisfied clients. 
  4. Fees: Understand the fee structure. Some CPAs charge hourly rates, while others may offer package deals. Make sure their fees are transparent and fit within your budget.
  5. Communication and Availability: A good CPA should be easily accessible and responsive. Find out how often you’ll be able to communicate with them and through what channels (email, phone, in-person meetings). Consider where they are physically located as well, and if you prefer in-person meetings or would rather meet virtually.

How to Find a CPA Near You

  1. Online Searches: Use search engines to find CPAs in your area. Terms like “best CPA near me” or “top-rated CPA near me” can yield useful results. If you are looking for a CPA that offers services virtually, you may want to exclude ‘near me’ from your searches.
  2. Professional Associations: Websites of professional organizations such as the American Institute of CPAs (AICPA) have directories of licensed CPAs.
  3. Referrals: Ask friends, family, or business associates for recommendations. Personal referrals can provide insights into the CPA’s reliability and expertise. 
  4. Local Listings and Reviews: Check local business directories and review sites like Yelp, Google My Business, and Angie’s List for reviews and ratings.

Why Choose Kristin Gravitt, CPA

Kristin Gravitt, CPA, is a seasoned professional known for her expertise in both personal and business financial services. With a comprehensive approach that includes tax planning, preparation, bookkeeping, and financial consulting, Kristin ensures that her clients receive tailored solutions that meet their specific needs. 

Benefits of Choosing Kristin Gravitt, CPA:

  1. Personalized Service: Kristin takes the time to understand each client’s unique financial situation.
  2. Expertise: With extensive experience in various industries, Kristin offers informed advice and effective solutions.
  3. Accessibility: Kristin prioritizes communication, making sure clients can reach her easily for any financial concerns. Virtual services are available as well.
  4. Transparent Fees: Clear and upfront pricing with no hidden charges ensures clients know exactly what they’re paying for. Often times, our services will pay for themselves!

FAQs

Q: What should I bring to my first meeting with a CPA?

A: Bring your previous year’s tax returns, financial statements, identification documents, and any relevant financial records. Having this information handy will help the CPA understand your financial situation better. We have a full check list that you can follow.

Q: How often should I meet with my CPA?

A: This depends on your needs. For general tax preparation, an annual meeting might suffice. However, for ongoing financial planning or business needs, more frequent meetings (quarterly or monthly) might be necessary. For business consulting, you may require a series of several meetings over a short period of time.

Q: Can a CPA help with business growth strategies?

A: Yes, a CPA can provide valuable insights into financial planning, budgeting, and strategy to help your business grow sustainably.

Q: What is the difference between a CPA and an accountant?

A: While both CPAs and accountants perform similar tasks, a CPA has passed rigorous state exams and met additional educational and experience requirements, often providing a higher level of expertise and service.

Finding the best CPA near you involves careful consideration of qualifications, services offered, reputation, fees, and communication. By following the tips in this guide, you can ensure that you select a CPA who will provide valuable financial guidance and support. For those in the Charlotte, NC area, Kristin Gravitt, CPA, stands out as a top choice for comprehensive, personalized financial services.

Ready to take control of your finances? Contact Kristin Gravitt, CPA, today to schedule a consultation.