Frequently Asked Questions:
Your questions answered clearly & confidently.
Learn how AP CPA Advisors helps business owners simplify accounting, reduce stress, and make smarter financial decisions.
We built this page to answer the most common questions business owners ask when choosing an accounting partner. Whether you’re curious about how we work, what’s included in our services, or how we keep your data secure, you’ll find it here.
If you don’t see your question listed, our team is happy to help.
What does AP CPA Advisors do?
AP CPA Advisors provides strategic accounting, bookkeeping, and tax advisory services for entrepreneurs and business owners. Our approach goes beyond compliance; we help you use your financial data to make confident, growth-focused decisions. From monthly bookkeeping and payroll to tax strategy and long-term forecasting, every service is designed to simplify your financial life and give you control over your numbers.
Who do you work with?
We partner with small to mid-sized businesses across multiple industries, including legal, medical, real estate, and tech startups. Most of our clients are entrepreneurs who want more than just reports; they want a CPA who understands business strategy and growth. Whether you’re just starting or managing multiple entities, we’ll adapt our systems and support to fit your structure and goals.
How is AP CPA Advisors different from a traditional accounting firm?
Traditional accounting firms focus on reporting the past. AP CPA Advisors helps you plan for the future. Our proactive, advisory-first approach combines accurate bookkeeping with financial insights that drive better business decisions. You’ll have access to real-time reporting, modern technology, and a dedicated CPA who treats your business like their own.
Do you work with clients outside of Ohio?
Yes. AP CPA Advisors serves clients nationwide through secure digital systems and virtual consultations. Our remote-first model allows us to provide the same accuracy, communication, and insight no matter where your business is located.
How do I schedule a free evaluation?
You can request your complimentary consultation directly through our website’s Schedule a Consultation form. Once submitted, our team will contact you to learn more about your goals, challenges, and current systems before your first meeting.
What’s the difference between bookkeeping and accounting?
Bookkeeping focuses on organizing and recording daily financial transactions, including your income, expenses, and reconciliations. Accounting interprets that information into reports, analysis, and strategy. AP CPA Advisors provides both, so your books are accurate and meaningful for decision-making.
How often should my books be reconciled?
We recommend monthly reconciliations to ensure your records match your bank and credit accounts. This schedule keeps your reports current and prevents errors from compounding over time. For fast-moving businesses, we can adjust the frequency to match transaction volume.
Do you offer catch-up bookkeeping for past years?
Absolutely. If your books are behind or incomplete, our team can help clean and organize them quickly. We’ll reconcile past months or years, correct discrepancies, and prepare clean records that are ready for tax filing or financial review.
Can you work with my existing accounting software?
Yes. AP CPA Advisors works with all major accounting platforms, including QuickBooks Online, Xero, and industry-specific tools. If your current setup needs cleanup or migration, we’ll help you streamline the process so your data stays accurate and accessible.
How do you ensure accuracy and confidentiality?
We use a dual-review process for all reconciliations and reporting. Each file is handled by certified professionals and stored in encrypted, cloud-based systems with restricted access. You’ll have secure, on-demand visibility into your financials at all times.
How do you price bookkeeping services?
Because every business has unique needs, our pricing is customized based on your transaction volume, complexity, and service mix. We’ll review your requirements during your consultation and build a plan that fits your goals and budget. Contact Us to discuss a quote.
When should I start preparing for tax season?
Ideally, tax preparation starts long before filing season. AP CPA Advisors provides year-round tax planning so you can make strategic decisions ahead of deadlines, not react to them. We help you forecast liabilities, manage deductions, and file accurately and on time.
What’s the difference between tax planning and tax preparation?
Tax preparation is the act of filing your return. Tax planning is the ongoing process of reducing what you owe through strategy. AP CPA Advisors handles both, but our focus is proactive planning, identifying deductions, optimizing your entity structure, and managing cash flow so you can minimize surprises.
Can you help with IRS notices or audits?
Yes. If you’ve received a notice or are facing an audit, our team can handle all communication with the IRS on your behalf. We’ll review your documentation, respond to requests, and resolve the issue efficiently.
Do you handle multi-state tax filings?
We do. Many of our clients operate in multiple states, and we’re experienced in navigating those complexities. AP CPA Advisors manages local, state, and federal compliance to ensure every entity and jurisdiction is properly covered.
What business expenses can I deduct?
Deductions depend on your business type and industry, but common ones include operating costs, professional services, software, and mileage. AP CPA Advisors provides personalized tax guidance to help you identify every deduction you qualify for legally and strategically.
How do you price tax services?
Tax engagement pricing depends on your entity type, filing requirements, and level of planning support. We’ll review your needs during your consultation and create a transparent, customized plan. Contact Us to start your tax review.
What is business advisory?
Business advisory helps owners understand their numbers and use them strategically. It includes financial forecasting, cash flow planning, and decision-making support, turning accounting data into actionable insight. AP CPA Advisors integrates advisory into every service, so you always have guidance, not just reports.
How can advisory services help my business grow?
With clear financial visibility, you can plan ahead instead of reacting. Our advisory sessions help you identify profit trends, manage overhead, and project cash needs so your business grows sustainably and confidently.
Do you help with budgeting and projections?
Yes. AP CPA Advisors builds budgets and forecasts tailored to your business model. We track actual performance against projections and help you adjust as market conditions change.
What industries do you specialize in?
We work with clients in legal, medical, real estate, ecommerce/online retail, and construction. Each industry requires different systems and compliance considerations, and our team is experienced in adapting to each.
Do you offer ongoing advisory sessions?
Yes. Most clients schedule quarterly or monthly advisory calls to review performance, plan tax strategies, and adjust forecasts. We’ll build a cadence that fits your goals and availability.
Are you QuickBooks ProAdvisors?
Yes. Our team includes certified QuickBooks ProAdvisors who can help you with setup, cleanup, and ongoing support. We also provide training so your internal team can operate confidently.
How do you keep my financial data secure?
All client data is stored using encrypted, cloud-based systems with strict access controls. We follow advanced security protocols, including multi-factor authentication and routine audits, to safeguard your information.
Can I access my reports and tax documents online?
Yes. You’ll have secure online access to your financial reports, invoices, and tax filings through your personalized AP CPA Advisors client portal. We prioritize accessibility and transparency for every engagement.
What tools do you use?
We use a modern tech stack that can integrate with QuickBooks, Xero, Gusto, Stripe, and cloud storage platforms. This ensures your systems communicate seamlessly and your financial data stays current in real time.
How does your pricing work?
We build each engagement around your business’s size, complexity, and service needs. Instead of generic packages, we create customized plans that scale with your goals.
For specific pricing details, schedule a consultation.
How often will I hear from my CPA?
You’ll have consistent communication, monthly updates for bookkeeping, and quarterly reviews for tax or advisory services. Urgent questions are always addressed promptly.
How do I contact support?
You can reach AP CPA Advisors via your client portal, email, or phone during business hours. Our support team responds quickly, ensuring your questions never go unanswered.
Still Have Questions?
We’re happy to clarify anything about our services, process, or pricing.
Let’s talk through your specific needs and build a plan that works for your business.
Helpful Links & Resources
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