We choose to only work with customers where we are involved throughout the year by preparing their monthly financial statements, payroll, & sales tax, consultation, detailed income tax planning well before year-end, business & individual income tax preparation; all for a fixed monthly investment. This approach keeps everyone looking forward because issues can be resolved immediately using timely & accurate financial information & advice for your business decisions instead of after-the-fact when it might now be able to be fixed or will cost additional time & expense to resolve. With a fixed monthly investment, you know your expenses. We don’t want you to hesitate to contact your Complete CPA team member because you think you will get a bill every time. Be proactive & contact Complete CPA today!
As part of the mutual discussion to becoming a customer, Complete CPA will evaluate the services required & adjust its offering fit those requirements. As discussed in FAQ #1, the core services are provided monthly so we can always stay ahead of any business decisions or tax issues that may arise.
A detailed written proposal is provided which outlines all of the services to be provided. Complete CPA is as transparent as possible so there are no surprises or misunderstandings when it comes to services & fees.
At Complete CPA, while we are not licensed to provide investment advisory services directly, we collaborate with your financial advisor to stay on top of your portfolio & investment decisions; especially when there are income tax considerations. After several years of providing this service, the owners of Complete CPA made the decision to not continue with the licenses & instead to focus on what we do very well. We leverage our customer’s & our time by coordinating financial services through the customer’s financial advisors. Many of our customers use self-directed investment accounts (e.g. Fidelity, Schwab, Ameritrade, etc.) which have high-quality investing tools. We often encourage that approach for many of our clients who have gained overall financial confidence through the use of our services.
No. your Complete CPA team member will come to you as is necessary. However, by effectively using technology, we have several other ways of communicating with our customers that do not require us to meet in person. Cloud-based communication, online meetings, Skype, screencasting videos, text messaging, social media messaging, portals, email, fax, & the telephone are all effective means of communication designed to maximize the convenience to our customers. Complete CPA has customers as far away as Sweden. The relationship runs smoothly as if they were just around the corner.
Yes. By effectively using technology, we have several other ways of communicating with our customers that do not require us to meet in person. Cloud-based collaboration communication, online meetings, Skype, screencasting videos, text messaging, social media messaging, portals, email, fax, & the telephone are all effective means of communication designed to maximize the convenience to our customers. Complete CPA has customers as far away as Sweden. The relationship runs smoothly as if they were just around the corner.
You will have a staff accountant & a CPA level manager assigned as your primary points of contact. However, the owners & the other Complete CPA professional staff are available, knowledgeable, & have access to the information to handle any questions that may arise.
No. Complete CPA is based in Florida, so the natural reality is that we know Florida laws & rules better than other locations. We do have experience with other states & countries, but we realize when we aren’t sure or don’t know something & will use various resources to obtain the correct answers. As active members of the Professional Association of Small Business Accountants, we are connected with almost 200 offices around the U.S. who provide small business services like we do. That association, along with the network of local relationships developed over the years, gives us the confidence that we can handle most things our customers require.
Yes. Supporting documentation of business activities is critical. Complete CPA provides its customers a detailed records retention guideline listing so they are confident in discarding older documents. The Complete CPA office has been paperless since 2005 so we can assist you in planning the streamlining of your record keeping.
Yes, of course! This question is one of the top five we receive from our customers & we know the answers. In general, if it is ordinary, necessary & not extravagant in the conducting your business; it’s a deduction. There are some exceptions & gray areas in the rules & it is our job to advise you of those situations.
Complete CPA primarily uses & recommends the Intuit family of accounting software. Quicken Home & Business, QuickBooks Pro, QuickBooks Premiere, QuickBooks Online, QuickBooks Enterprise & Intuit Full Service Payroll are all excellent programs. Plus, there are thousands of third party apps & programs that integrate with the Intuit products to allow for effective solutions for most business processes. As long-time QuickBooks ProAdvisor members, Complete CPA is highly familiar with the entire group of Intuit software offerings. Every customer situation is different. With our familiarity with the programs, we can find the best solution for that point in time & the foreseeable future while having scalability, flexibility & seamless upgrades as a customer’s business grows & changes. If you are using a different accounting software than described above, that’s okay. We will help evaluate the systems & their fit to your organization & make a recommendation for improvement.