• Accounting
        • Your financial statements should show a complete picture of your business, and lay the foundation to help you create a strategy for the future.
          READ MORE>

        • Tax
        • Tax returns prepared to ensure we minimize your liability and keep more of your earnings over the long term.
          READ MORE>

        • Business Advisory
        • From proper entity selection at the inception of a business to developing an exit strategy, we are here to guide you in making informed decisions that are goal driven and take into consideration the materiality of your financial situation.
          READ MORE>

        • QuickBooks
        • We maximize your QuickBooks investment by customizing the software to meet your specific needs and industry best practices.
          READ MORE>

        • Litigation Support
        • We employ strong analytical and communication skills to produce evidence that supports your position in cases of a dispute or negotiation.
          READ MORE>

        • M&A Advisory
        • Whether you are selling, acquiring or expanding, we are well equipped to ensure you respond to opportunities swiftly and with confidence.
          READ MORE>

        • SJG
        • Manufacturing & Distribution
        • Success in manufacturing and distribution hinges on your ability to manage numerous details with accuracy and foresight into how they impact current and future operations.
          READ MORE>

        • Consulting Services
        • You focus on your core competencies, customer service and strategy and we’ll keep you from getting caught off-guard by daily financial tasks or overwhelmed by growth.
          READ MORE>

        • Medical
        • Patient care is your primary concern. Providing the best clinical experience for your patients continues to get more difficult and costly. Delivery models are changing from fee for service to quality based.
          READ MORE>

        • Legal
        • Running a legal firm is a balancing act with high stakes. Your reputation hinges on your ability to support clients with responsiveness and accuracy.
          READ MORE>

        • Real Estate
        • Real estate is characterized by large material gains and losses. Every transaction has the potential to impact your accounting and tax situation.
          READ MORE>

        • Technology
        • Perhaps more than any other industry, technology companies must have an infrastructure built to scale. A culture of continuous iteration requires an ability to account for a fluctuating profit margin.
          READ MORE>

        • Professional Services
        • With a consultative, integrated approach to accounting, tax and consulting services for businesses and individuals, we work hand in hand with you to achieve your goals.
          READ MORE>

        • Renewable Energy
        • Renewable energy is an area of growing interest for businesses, as well as the advantageous tax incentives when transitioning operations to include new energy solutions. Read our series of articles to LEARN MORE.


SJG Blog

The 4 Signs Your CPA Cares About You

SJG CPA Accounting and Tax advisor

The right CPA can mean the difference between success and failure in your business. A relationship with a good accountant can save you money and keep you compliant. A relationship with a great accountant does all those things and gives you focused, professional responsiveness from an advisor who is on your team all year long.

It’s the great relationships that can mean the difference between sustainability and real success for your business.


It’s important to take the time to gauge whether your CPA is good or great. To help you with this assessment, we’ve put together a few key considerations. If any of these scenarios sound familiar, it’s a signal that you should probably take the time to look for a new CPA.

Red Flag #1 – You don’t have a set point of contact.

Does your account keep changing hands inside the CPA firm? The reasons why could vary. Regardless of the size firm, unstable account management could signal a lack of internal stability and/or high employee turnover resulting in having to ‘educate’ new staff members, which is time-consuming for you and increases the chance that costly mistakes could happen.

The Solution: Choose a CPA firm that provides a consistent point of contact with an attentive team that cares enough to stay connected, ask difficult questions and nurture a productive relationship.

Red Flag #2 – You can count on hearing from your CPA during tax season (but that’s about it).

Seasonal operation indicates that your firm’s core competency may be tax preparation. While that works for some businesses and owners, settling for compliance could end up costing you in the long run.

The Solution: Choose a CPA firm that has a full time, year-round staff with extensive expertise in a broad range of financial areas including tax planning. They should be knowledgeable about not only tax preparation, but also the economic climate, business environment, tax law, accounting standards and regulations.

Red Flag #3 – Your CPA is a jack-of-all-trades.

If your CPA offers multiple auxiliary services (e.g., legal services, investment services or insurance products), this might be a sign of conflicting interests that could produce biased or self-serving advice. Or it may be that they are expert in many, master of none.

The Solution: Look for an advisory team consisting of an Attorney, CPA, Investment Advisor and Banker that can work together to help you limit your financial exposure and reach your goals.

Red Flag #4 – You hesitate to ask questions and are constantly checking in to get your projects completed on time.

If you hesitate to ask questions because the responses you get make you feel uncomfortable, that is a sure sign that something is wrong. This could be a sign of poor communication or incompetence on their end.

The Solution: You should view your CPA firm as an extension of your team and expect that they will provide direct answers when you have questions. Their responses should be specific to your circumstances and have your goals in mind.


As you think about these questions, consider the answers carefully. Ask your (current or prospective) CPA about their client retention rates. Higher retention rates imply great service, as well as an ability to evolve with clients as they change. SJG has been recognized as a Five Star Professional in the category of Top Accounting & Estate Planning Professionals in Atlanta.

Remember, the most important thing your CPA does for you is to support the financial cornerstones of your business. That’s a collaborative, ongoing effort that should flex and change as internal and external factors impact your needs. Take the time to ask these questions. Watch for red flags, be your own biggest advocate – and expect your CPA to be your advocate as well.


Sidebar Newsletter Signup Form

  • We will never spam you or sell your email address.
  • This field is for validation purposes and should be left unchanged.

Share This:


Subscribe to Our Newsletter

Recent Posts

Scroll to Top