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.
Spatola & Company is a great place to get help with your business structure accounting Tax.
Victoria Lopez
Follow the journey from start to SuccessOur 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
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
More than 8000 Financial Statements Prepared