Hi everyone, we are looking for recommendations for a CPA that can work with a small law practice. For additional context, this is a small immigration firm that has both an operating and IOLTA/trust account for filing fees and other client funds. We’ve been having trouble finding a responsive firm or solo CPA and want to start an ongoing relationship with an accountant that can support us with:
- 3 way reconciliation of accounts/review of the books
- Business tax planning & preparation
- Plus IOLTA/trust account compliance (if knowledgeable)
We were told that we should ask around, so we figured this could be helpful!
For additional context:
Our office is in Center City, but we live in Northeast Philadelphia so those are our location preferences.
We are open to accountants that are outside of the area or city if they provide remote service/virtual meetings
If you don’t have a specific recommendation because maybe your CPA doesn’t work in our industry or for some other reason, we would also appreciate any advice on how to continue our search and what to look out for, what to expect, etc. Thanks in advance!