How much money are you missing out on with your current accountant?
Frequently Asked Question
What’s the difference between a CPA and a CMA—and why does it matter?
While CPAs focus primarily on tax compliance and audits, a CMA (Certified Management Accountant) specializes in financial strategy, forecasting, and business decision-making. Stephen Hart is both, meaning you get expert tax guidance and strategic planning to help your business grow profitably.
How often will we meet to review my business finances?
We believe in proactive service—not just filing paperwork once a year. That’s why we offer quarterly check-ins to help you stay on top of tax-saving opportunities, cash flow, and business goals as they evolve.
Do you offer tax planning or just tax preparation?
We don’t just plug in your numbers—we help you plan ahead. Our tax strategy services identify ways to reduce your liability legally and proactively, so you're not caught off guard at tax time.
Can you help if I already have a bookkeeper or use QuickBooks?
Absolutely. We work with many clients who already use bookkeepers or software like QuickBooks. Our role is to oversee the big picture, optimize your structure, and make sure everything aligns with your long-term goals.
