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Why choose a CPA?

Mary Pang, CPA

Objective, Strategic Advice


In the midst of everyday tasks, all small business owners face moments when bigger financial and tax questions arise:

  • What strategies should I be thinking about to make my business more profitable?
  • Should I hire more staff?
  • How can I plan for my family to be financially healthy now and looking forward?

At pivotal moments like these, the right advice is essential. And no matter where you are on the path to success, it’s important to follow solid financial management and tax planning strategies that focus on your needs today, while keeping a clear eye on the future. CPAs offer a range of services, including strategic planning, compliance reporting and financial management.

Rigorous Education and Expertise


CPAs bring an unmatched level of knowledge, experience and education to their small business clients. To earn and maintain their credential, a CPA has:

  • Graduated from college, often with 150 semester hours and a Master’s in Finance or Accounting
  • Passed the demanding CPA exam
  • Been licensed by a state to practice
  • Dedicated themselves to a code of professional conduct
  • Committed to 120 hours of continuing professional education every three years

Additionally, a CPA has full representation rights before the IRS.

A Trusted Adviser for the Total Life of Your Business


Creating a relationship with your CPA is similar to establishing a trusting relationship with other professionals you rely on for sound, objective advice, such as a doctor or attorney. You want a CPA to help you protect your interests, listen to and address your concerns and, equally important, give you peace of mind.

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