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Stephen L. Nelson, CPA




Certified Public Accountants, are people who are dedicated financial professionals of the United States of America and who have spent a good deal of their academic career studying and passing the stringent Uniform Certified Public Accountant Examination. These professionals have, strived to meet and have met additional state education and experience requirements for their license to operate as a CPA. CPAs are the only professionally licensed people to provide the public, attestation which includes auditing and opinions on financial statements. While CPAs are known by the general public in part for their tax expertise and for maintaining the accounts books of small organizations, they are uniquely educated for the attestation function discussed above.

A key element of their public accounting practice is helping business owners with tasks such as formulating workable small business strategies and crafting winning business plans. For a small number of businesses, they can even, in very special circumstances; function as the chief financial officer on a part-time basis.
 
They don't provide traditional financial planning services. Their experience is that most people should take a very passive, index-based approach to investing, saving, and retirement planning. And with that approach, the personal financial planning process becomes very straightforward.
 
They provide three sorts of accounting services which are to help in setting up an appropriate accounting system, such as by using a tool like QuickBooks, assistance in operating an accounting system, so it produces the information that you need in order to successfully run your business, and compilations and reviews, such as your bank may require for a loan or such as your insurance company may require for a bond.
 
They believe in the value of relationships. They view every client relationship like a partnership, and truly believe that their success is a result of your success. They are committed to providing close, personal attention to their clients. They take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Their continual investment of time and resources in professional continuing education, state of the art computer technology and extensive business relationships is indicative of their commitment to excellence.

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