No. The CPA pays for the match. The Marketplace is free to business owners.

Very rarely. Given the national footprint and extensive effort it takes to find a professional that is within driving distance of your office, we have chosen to only match to virtual CPAs. Also, the reason we attract such high-quality talent, is that we offer them flexibility and the ability to work from home. If we are able to match you with a local accountant, some CPAs will arrange a face-to-face meeting. Please note: all of the services are delivered virtually, so the overhead savings are passed to you.

We do our very best to match you with a professional with your industry expertise; however, depending on your stage of business, accounting can be universal in many industries. For example, if you are an acupuncturist, you don’t need a CPA that has experience with acupuncture, but rather someone with experience working with professional service providers. All of our Marketplace CPAs can work with any professional service provider. There are a few specialty industries with unique needs like real estate investors, construction, interior design firms, manufacturing, retail, restaurant, 501(c)3, eCommerce, and a few others that we will ensure that you are matched with an expert in that industry.

CPA MOMS® has invested heavily in the research and use of the latest cloud-based technology and specializes in supporting CPAs in the custom selection, integration, and migration of systems for optimum performance and efficiency. The CPAs support any variety of accounting systems such as QuickBooks, Xero, or Wave that make the most sense for your business, along with dozens of cloud-based business plug-in modules for e-commerce, billing, time tracking, invoicing, payroll, CRM, marketing, inventory management, property management and more…There are a few software platforms that are not supported because they are not designed for businesses like Mint. Many entrepreneurs use their merchant platform as an accounting system. Due to specific procedures performed to ensure the accuracy of your data, the CPAs will always use professional accounting software that is integrated with your chosen merchant. If you are ready to leverage technology in your business and want more freedom from paper, manual billing, invoicing, and banking and save countless hours each year on unnecessary bookkeeping, ask your CPA for recommendations to streamline your business.

Ultimately, the primary focus is to ensure that you have the services you need completed in a timely and accurate manner within your budget. The main concern people have when using a CPA to perform bookkeeping services is the price. In most cases, the prices are comparable to what you would expect to pay a bookkeeper even if a CPA is performing them.After years of cleaning up the mess of incompetent bookkeepers, we found that it cost more to fix the error of someone who wasn’t technically trained than to do it right the first time. We have established a minimum standard of technical ability that requires all of the accountants to be technically trained. All franchise owners are CPAs, but they may have unlicensed professionals on their teams. The services are either completed by or reviewed by a CPA depending on the franchise.

When you complete the free consultation form, on the second page, we will ask you a series of questions that will enable us to narrow the possible best matches to a handful of pre-screened CPAs in our network. This is important to ensure that we take into consideration your preference and budget. After that, we, use our own proven methods to weigh additional variables such as industry, type of service, size of the company, CPA availability, and more to narrow the pool to the best match. You will be matched with one solo practitioner or firm depending on your needs so you don’t have to waste time interviewing multiple candidates. Because we have already pre-screened everyone extensively, you can be sure that anyone that you are matched to is highly qualified.