- December 6, 2007
- Posted by: Rosemarie Harvey
- Category: Uncategorized
A CPA can help you at every stage of your financial life.
A Certified Public Accountant (CPA) demonstrates professional competence by meeting high educational and experience standards for the accounting profession—passing a rigid, nationally uniform examination, meeting state licensing and continuing education requirements, and is subject to periodic peer review and professional liability insurance coverage.
Your financial goals are easier to accomplish with your CPA’s assistance:
- Keeping taxes to a minimum
- Satisfying record-keeping and report filing requirements
- Using financial and audit reports to make smart business decisions
- Achieving maximum success and profitability in your business
- Building your net worth through sound investing and financial planning
- Communicating effectively with bankers, lawyers, government agencies, regulators, and others that are connected with your financial life
- Planning for a comfortable retirement
- Preserving your estate for your intended heirs
Finding a good CPA requires some research. Referrals from reliable family members and friends are also good sources for locating a CPA. Once you find a reliable professional, develop a comfortable work relationship. Remember to treat your CPA as the professional he or she is…don’t dump a shoe box full of receipts and unclassified documents two days before the filing due date. Deliver requested documents on time, and do your part in maintaining organization of your documents so your CPA can work effectively for you.