Choosing the Right Accountant
Choosing an accountant isn’t just about finding someone who can crunch numbers, it’s about finding a trusted partner who can guide your financial decisions, help you stay compliant, and give you peace of mind. Whether you're an individual looking for help with taxes or a business owner seeking year-round financial support, the right accountant can make all the difference.
Understand Your Needs
Before you start your search, take a moment to assess what you really need. Are you looking for someone to handle personal taxes once a year, or do you need ongoing bookkeeping and strategic business advice? Your needs will help determine whether you should hire a solo accountant, a firm, or even a virtual service like B & K Financial that provides flexible, year-round support.
Experience & Specialization
Not all accountants are created equal. Some specialize in personal tax planning, while others focus on small business accounting, healthcare professionals, real estate investors, or non-profits. Look for someone who has direct experience in your industry or situation, they’ll know the nuances, common deductions, and red flags to watch for.
Communication
This is especially important in today’s digital world. Do you want to meet in person or are you more comfortable with virtual meetings and digital uploads? At B & K Financial, for example, everything is designed to be fully virtual, making it easy to get expert help without ever stepping into an office. Make sure your accountant is available when you need them, not just during tax season.
Credentials & Qualifications
Make sure your accountant is qualified. Certified Public Accountants (CPAs), Enrolled Agents (EAs), and licensed tax professionals all meet different standards of education and testing. Ask about their certifications, ongoing education, and how they stay current with tax laws and financial best practices.
Reviews & Referrals
One of the best ways to find a great accountant is through word-of-mouth. Ask friends, family, or business peers who they trust. You can also check online reviews and testimonials to get a feel for client satisfaction, responsiveness, and overall experience.
Pricing & Transparency
Beware of hidden fees or unclear billing. Some accountants charge by the hour, while others offer flat-fee or subscription-style pricing. Transparent pricing helps you plan better and avoid surprises. At B & K Financial, we’re proud to offer a subscription-based model with no long-term contracts and no hidden costs, so you always know what you're paying for.
Since 2018
What We Offer
Tax
Services
Tax Filing
Tax Planning
Tax Consulting
Audit Support
Accounting
Services
Budget Planning
Bookkeeping
AP / AR Tracking
Payroll Management
Financial Compilation
Advisory & Audit
Services
Financial Advising
Business Consulting
Financial Auditing
3 Easy Steps
Get Your Quote
Once you get a quote using our custom Quote Generator, you’ll be able to fill out our New Client Worksheet, which allows to be more specific about the services you need and what your budget is. If you’d like to one of our CPAs about your quote instead, you can call us to go over your selected services so our team can answer any questions you may have about what our services include or what services would be best for you.
Submit a New Client Worksheet
If you're interested in working with us at B & K Financial, the first step is to submit a New Client Worksheet. This form allows us to gather essential details, including your contact information, the specific services you're interested in, and your monthly budget. By completing this worksheet, we can better understand your needs and ensure we tailor our services to fit your financial goals. Once submitted, our team will review your information and reach out to discuss the next steps.
Schedule Your Onboarding
After you’ve selected your services and set up your billing information, we’ll schedule your onboarding meeting on Zoom. During this session, we’ll go over key details about the services you’ve chosen, discuss any special requests for document uploads if needed, and answer any questions you may have. This meeting ensures a smooth start and gives you a clear understanding of how we’ll handle your tax and accounting needs.
Call Us
Need a More Personal Touch?
Call us and speak with one of our CPAs and let us help answer your tax questions and get you started with a custom service package that’s right for you. Our team can help you decide what services will work best with your budget and your specific needs.
Get a Free Quote
In Less Than 60 Seconds
Get a free quote in as little as 60 seconds using our custom quote generator. Your quote will automatically include any discounts or service fees that may apply to your service selections so what you see is what you get, no hidden fees or extra charges.