Meet Susan Graziani, CPA. Susan is our onboarder. She assesses your current business functions (i.e. your books, your payroll, your tax process) and then trains and transitions your books into our CPA family. Onboarding is an important function that most CPA firms do not provide. It takes an experienced, knowledgeable professional with a friendly personality and the ability to teach to perform this function. Susan is the best and she ensures the smoothest of transitions.
As a business owner you need to know how your business is performing. Both in comparison to prior years and to your competitors. With this data in hand changes can be made to your business resulting is a significant increase to your bottom line.
Transitioning to Cunningham Powell Alexander, A.C. doesn’t have to be a hassle for your business. At CPA, we have specialists who are trained and qualified to help get you through that process with our onboarding program, so you don’t have to deal with the confusion and frustration of integrating your data into our CPA ecosystem. Not all accounting firms have an onboarder to help you through this process.
Let’s not underestimate the importance of keeping a reliable and accurate set of books. QuickBooks has provided several accounting software options over the years, such as desktop, enterprise, and online versions. It is no surprise that QuickBooks holds more than 95% of the accounting software market. The QuickBooks Online (QBO) version has proven to be one of the most integrated software options available.