Accountant Specializing in Closely Held C Corps

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August 23, 2023

by a searcher from University of Virginia-McIntire - McIntire School of Commerce in New York, NY, USA

Looking for an accountant that specializes in dealing with owner of a closely held C Corp. Need to optimize business and personal taxes. Looking for a wholistic solution. Business is located in Florida and residence is NYC. Any references would be appreciated.

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Reply by a searcher
from The University of Hull in Hull, UK
If you are acquiring a business then a bookkeeper will not be enough - they are purely responsible for posting transactions into your accounting system (I use Xero which is the best in the market in my view). If you want to understand the financials then find a CPA who is experienced in M&A. They will help you with financial analysis, valuations, deal structure and forecasting. Once you acquire the business the same CPA then support you to put all the reporting, systems and processes in place to give you the visibility that you need on business performance. Hope this helps you, Michael
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Reply by a searcher
from California State Polytechnic University in San Diego, CA, USA
Oh Man, old post popped up on my feed, I'm sure other searchers have similar questions if you want to post what ended up happening. I closed on my deal in Nov and we I'm slowly converting clients at the CPA firm to more subscription for business and tax planning for individuals so we do a lot of what you mentioned above. Feel free to reach out here or through our website; www.SnapAdvisory.com
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