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.
Most other accountants don't provide strategic planning, but our accountants are uniquely Level 5 Certified Advisors, which means we go above and beyond simply assisting you with your taxes. Through our program, we are able to help businesses advance by comparing and identifying potential problem areas that might be holding you back from the growth you desire from your business.
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.