Frequently Asked Questions

When should I contact an accountant?

How can I know which accountant is right for me?

What are my options for raising money?

As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business's organizational structure and reporting needs, cash flow and operation management and compliance, along with target pricing and profit margins and whatever else you can dream up. You have a business to run, let us help with the financial obligations.

What are my options for raising money?

How can I know which accountant is right for me?

What are my options for raising money?

Get some impartial advice from an accountant before you consult the bank. A bank will want to see a strong business plan and organized records. Let us help you get ready for your business's next step!

How can I know which accountant is right for me?

Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!" At Holistic CPA we offer month to month contracts, requiring only 30 days notice to cancel the engagement. We want you to be happy and we want to make sure we are a good fit for your business.