Choosing a CPA is about more than finding someone who can prepare a tax return. The right fit also depends on how you prefer to work, how often you want to communicate, what services you need, and what you are comfortable paying.

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Who will actually do the work?
Ask whether you will work directly with a CPA and whether bookkeeping or tax preparation is outsourced. At Weidner CPA, our accounting and tax work is performed in-house, and clients work with the same CPA throughout the year.

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How do you like to communicate?
Some business owners prefer email. Others want to pick up the phone, meet virtually, or sit down in person when something important comes up. Look for a CPA whose communication style matches yours. Weidner CPA offers phone, email, virtual meetings, and in-person meetings in the San Antonio area.

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How involved do you want your CPA to be?
Some businesses simply need an annual tax return. Others want someone reviewing the books, answering questions, planning for taxes, and helping them understand the numbers throughout the year. Make sure the CPA's service model matches the level of involvement you want.

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What does the fee include?
Price matters, but so does understanding what you are paying for. Ask whether bookkeeping, tax preparation, tax planning, meetings, QuickBooks support, and ongoing questions are included or billed separately.

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Weidner CPA's ongoing small-business relationships are generally structured as a flat monthly fee, with many bookkeeping, tax planning, and tax preparation engagements around $1,000 per month, depending on the complexity of the business and the work required.

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Do you want bookkeeping and taxes handled together?
When your CPA regularly reviews your financial information, tax planning can happen while decisions are still open instead of months later when the return is being prepared.

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Weidner CPA combines CPA-led monthly bookkeeping and accounting, tax planning, and tax preparation under one relationship.

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Does the CPA understand businesses like yours?
Small businesses may deal with payroll, contractors, sales tax, inventory, equipment purchases, QuickBooks, multiple entities, estimated taxes, and cash-flow decisions. Experience working with small businesses can make those conversations much easier.

 

How Weidner CPA Works

Weidner CPA works with small business owners in San Antonio and throughout Texas who want an ongoing relationship with their CPA rather than only hearing from their accountant at tax time.

 

Our approach includes:

• CPA-led monthly bookkeeping and accounting

• Regular financial review

• Proactive tax planning

• Business tax preparation

• Individual tax preparation for business owners

• QuickBooks Online support

• Payroll guidance

• Financial and business advisory

• Phone, email, virtual, and in-person communication

• Work performed in-house rather than outsourced

• A predictable monthly fee instead of a large once-a-year tax bill

 

The goal is to keep your books, taxes, and financial decisions connected throughout the year, with one CPA who understands your business and can help when questions arise or proactive decisions need to be made.