THE CLIENT EXPERIENCE
Who Are We?
OUR MISSION:
To empower small business owners to succeed by helping them know their numbers and provide reliable outsourced accounting, so they are free to build their dreams.
OUR VISION:
To be an innovative and technology driven tax and accounting rm that leads by example with people, processes and services.
OUR CORE VALUES:
AUTHENTICITY: We are relatable and approachable.
BALANCE: We foster a sustainable balance between work and home for our team and our clients.
COMMUNICATION: We strive for clear and concise communication to more effectively meet client needs and increase team productivity.
INNOVATION & BEST PRACTICES: We leverage technology and processes to achieve high quality and meet expectations.
TEAMWORK & COLLABORATION: We believe in working together to find effective solutions for both our team and our clients.
What is "The Client Experience"?
Welcome to Cherokee CPA! We specialize in helping small and medium-sized businesses simplify their finances, stay compliant, and plan for growth. This guide will help you understand who we serve, what we offer, and how we work with clients like you.
WHO DO WE SERVE?
Business Size: Small to medium businesses, from startups to $15M in revenue
Location: Clients across the US. (North Atlanta Metro preferred for face to face)
Industry: All Industries Welcome
Financial Position: Stable, growth-oriented businesses ready to invest in long term success
We value clients committed to growth, open to outsourceing, engaged in financial planning and that desire proactive tax strategy.
WHAT SERVICES DO WE OFFER?
Outsourced Bookkeeping: Accurate, organized records for confident decision-making.
CPA Advisory: Expert guidance on regulations, processes, and growth strategies.
Tax Planning & Services: Proactive strategies plus seamless ling and compliance.
Payroll Management: Streamlined, accurate payroll through our ADP partnership.
Additional services include: Sales tax lings, 1099 preparation, Personal tax lings for owners, and more.
WHY DO YOU NEED MONTHLY REPORTING?
At Cherokee CPA, we know that accurate financials lose value if they’re not delivered on time. That’s why we commit to providing monthly financial statements—Profit & Loss and Balance Sheet—promptly after your books are closed.
Our process ensures:
Consistency: Reports are delivered on a set schedule so you can plan with confidence.
Accuracy: Every statement is reconciled and reviewed before delivery.
Actionable Insights: Along with your reports, we highlight key trends and areas for improvement to support better decisions.
With timely financials in hand, you’ll always have a clear picture of your business performance, allowing you to respond quickly and strategically.
WHAT ABOUT PAYROLL?
We are a Certified Payroll Partner with ADP – same ADP platform, better service.
Error-free tax compliance guaranteed by ADP.
Fast turnaround – payroll processed same day if submitted by 3PM.
Flexible payments – live checks or direct deposit.
Additional compliance services – new hire reporting, garnishments, annual W2/1099s, and more.
Working With Us
What Will We Need From You?
Things we will need from you, during discovery or onboarding:
Legal Name (DBA), Secretary of State Entity Creation Documents
Bank Account and Login information
Credit Card Account and Login information
Loans (Vehicle, Machinery, Property, Business) Account and Login
Payroll- Through Whom, Login and Schedule
Previous Tax Returns (2 years) - Personal and Business
EIN document from the IRS
Copy of Driver’s License (all owners, if this is a partnership)
Operating/Partnership Agreement
How Do We Communicate?
At Cherokee CPA, our team is committed to responding promptly to your needs and questions. Honestly, it's part of what sets us apart. We strive to provide attentive, specialized service, and you may hear from different members of our team as we address various aspects of your financial journey. Our team communicates via email, text and virtual or in person meetings. To ensure the best possible experience and to help us achieve your goals efficiently, we kindly ask that you respond to our requests in a timely manner. We value mutual respect and collaboration throughout our partnership.
How Much Will It Cost?
What's in My Monthly Service Agreement?
Good News: We don't ask clients for any long-term contracts! Engagements only, that are auto billed on the first day of each month. By signing your digital engagement, you agree upon all included services and authorized us to process monthly payments from your bank account or credit card. (We offer both ACH and Credit Card Monthly Billing)
Your monthly price is based on the transaction details you provide and that we collect from your QuickBooks file (checks, deposits, employees, credit card transactions, etc.). If, after engagement, we discover undisclosed complexities, we do reserve the right to adjust your pricing. We will always discuss this with you prior to new billing rate.
After 90 days, we may review and adjust pricing based on your actual activity.
We review all accounts annually for scope and pricing. We will always communicate with you in advance of any pricing changes. In rare cases, if your business grows rapidly, we may adjust pricing mid-year.
What's Included in My Billing?
What's Included In Our Monthly Fee?
Monthly, quarterly, or Annual State & Local sales tax (only if sales tax is included in your engagement)
Correct coding of all transactions. Monthly bank, credit card and loan account reconciliations.
Monthly financial statements that include statement of income with comparative and trending information and comparative balance sheet.
Monthly depreciation entries (as applicable)
Post, modify, adjust, or correct transactions to the general ledger system
Unlimited reasonable consultations to discuss tax and accounting matters via phone, email or virtual meetings.
Annual Tax Projection, so you’re always aware of your tax liability and can plan ahead.
Business Entity Return for the entity listed in your engagement
What's NOT Included In Our Monthly Fee?
Individual Form 1040
Other business tax returns not directly related to this legal entity and not explicitly listed in our engagement letter
Preparation of vendor 1099’s, billed if applicable, per engagement
Extensive QuickBooks training
IRS or State tax audits
IRS or State tax problems generated by client not complying with our instructions
IRS or State tax notices for periods prior to working with Cherokee CPA
IRS or State Installment Agreements
Loan applications and cash ow projections
Budget creation or consultation
Project costing or job costing analysis, unless previously agreed upon
Meetings or consultations related to purchase or sale of a business
Personal financial statements
Additional state or local tax or entity lings after the first jurisdiction
One time Set Up Fees for new Entity, including EIN
Workman's Comp Audit
401K Census
Business License Filing/Renewal
Special Projects for Bookkeeper or Tax Manager
Annual Business Valuation
***This doesn’t mean we can’t do it, it just means it’s outside of your normal monthly fee. For these services outside our normal engagement will always be billed separately and with prior notice.
Why Choose Cherokee CPA?
We aim to build strong, enduring partnerships with our small business clients.
We are committed to our work and are excited about the chance to collaborate with you!
Get In Touch With Cherokee CPA
You can count on us for professional, timely, and reliable tax and accounting services. If you’re ready to get started, just fill out this form and we’ll be in touch.