When is the right time to start onboarding with a new CPA?

There is no good time or bad time. Most don’t know what they don’t know?!?! When in doubt start conversations now! A few triggers are…If you are curious about maximizing your tax savings, want more insights into your business, or feel like there isn’t enough time in the day to do all the things. The sooner a professional can diagnose your situation the faster you can take advantage of tax savings, reduce your time, or get support to move your practice to the next stage.