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Transitioning your business to our CPA family is simpler than you imagine

July 12, 2019

Transitioning to Cunningham Powell Alexander, A.C. doesn’t have to be a hassle for your business.  At CPA, we have specialists who are trained and qualified to help get you through that process with our onboarding program, so you don’t have to deal with the confusion and frustration of integrating your data into our CPA ecosystem. Not all accounting firms have an onboarder to help you through this process. 

The onboarder’s responsibility is to assess your business records, including your chart of accounts, accounts receivable, accounts payable and payroll processes, and then train you on the software you need to transition your books to work smoothly with our CPA family.

This process takes a lot of extraneous steps out of the transition and ensures that your business runs smoother, you are generating the information you need to manage your business, allowing you to move on to the other important tasks of running your business.

If you are interested in our services or simply considering the possibility of coming on board with the CPA family, please reach out to us. We would love to talk to you. Call our Morgantown office at (304) 292-9469 or our Weston office at (304) 997-8377 to book a no-obligation appointment. You’ll be glad you did!

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