How We Work

A Clear, Simple Process for Lasting Financial Clarity

Working with a CPA shouldn’t feel confusing or overwhelming. At Spatola CPA, we make the process straightforward, transparent, and built around your success.

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Spatola & Company is a great place to get help with your business structure accounting Tax.

Victoria Lopez

Follow the journey from start to Success

Our Process

1

DISCOVERY CALL

We start with a conversation to understand your goals and challenges.

2

ENGAGEMENT & oNBOARDING

Clear scope, clear pricing, and a smooth transition.

3

STRATEGY SESSION

Together, we map out what financial clarity looks like for your business.

4

We organize what’s in place and implement the right systems for accuracy and efficiency.

CLEAN-UP & SETUP

5

Monthly reporting, proactive tax planning, and timely communication to keep you on track.

ONGOING SUPPORT

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Onboarding: Building Your Foundation

During onboarding, we take you through 2–3 focused meetings:

  • Owner’s Compensation Analysis
    Ensure you’re paying yourself in the most tax-efficient way.

  • Recordkeeping & Systems Evaluation
    Review and optimize how your financial data is captured.

  • Tax Projection & Strategy
    Build a forward-looking plan tailored to your goals.

  • Financial Statement Review
    Establish a clear baseline and reporting structure.

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    What You Can Expect From Us

    ● Consistent communication through your dedicated manager, bookkeeper, and secure client portal

    ● Proactive updates and reminders, so you’re never left guessing

    ● A focus on strategy, not just compliance

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    What We’ll Expect From You

    ● Providing necessary data each month

    ● Joining brief check-ins when needed

    ● Asking questions whenever something isn’t clear

How it Works in 90 Seconds

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More than 8000 Financial Statements Prepared

Put our expertise to work for your business