104 | The CPA One

In this episode, Leeah dives into her journey of finding the perfect CPA for Newberry Travel. After being stood up by a potential candidate, and ending another relationship, Leeah shares her frustrations and lessons learned along the way. She discusses the importance of financial guidance in entrepreneurship and what qualities she's looking for in a CPA.

Will she find the right fit and achieve the happy ending she's hoping for?

When you are dating around for a CPA, be sure to ask these questions:

• What's your turn time?

• How do you charge and how much? Ex. hourly or per project?

• Can you do sales tax?

• Can you do payroll tax?

• Can you file both my business and my household taxes?

• Do I need to collect sales tax? and how much is that?

• Do you help with tax planning and forecasting?

• How much, for my business model, should I set aside for taxes?

• How would you recommend I structure my bank accounts?

• Do you have a preferred way that I document my income and expenses?

• Based on my business type, are there industry specific taxes?

• How would you recommend I set up my business, sole, LLC, or something else?

Here you can find a template of a Washington state LLC agreement.

And, as always:
Disclaimer: The views and actions expressed in this podcast are solely my own and based on my personal experiences. I am not a professional, and any advice or steps mentioned are for informational purposes only. I will not be held responsible for any actions taken by listeners based on this podcast. Always do your own research and consult a professional when necessary.