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Mullica Hill, NJ 08062

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The Benefits of Working with a Boutique Accounting Firm in South Jersey

When our clients first meet with us at Halter CPA, they sometimes ask how the experience of working with us will differ from their being a client of a corporate accounting firm. Today, let’s talk about the benefits of working with a boutique accounting firm in South Jersey, and how our level of service simply cannot be matched by a larger firm.

There’s a common misconception that when it comes to selecting an accountant, bigger means better. However, this is not at all true!

Because we keep our firm small, we’re able to know each of our clients. You’re never a nameless face at Joan W. Halter, CPA; instead, we want to understand your financial history, your goals for your future, and how we can exceed the expectations you bring to our firm.

We can assist you with financial planning, tax preparation, bookkeeping, and advise you on your business’s financial approach. Because we’ll know you well before we dive into your books, every time we work on your financials, we’ll have your overall goals at the forefront of our minds.

This level of focused care simply does not exist in large, corporate firms.

As a result of the relationship we’ll form with you, you can feel confident reaching out to us anytime to update us on your finances and your goals.

In contrast, if you were speaking with a corporate firm, you’re likely to connect with someone who cannot remember who you are. You would have to start from the beginning, wasting your time and energy—and you’d repeat this process anytime you wanted assistance with your accounts.

Boutique firms like Halter CPA are only successful when they are launched and operated by outstanding accountants who have been able to stand out in their role at a mid-size accounting firm.

Our own Joan Halter is no exception to this rule. After graduating magna cum laude from Glassboro State College (now Rowan University), Joan went on to earn her Master of Science in Taxation from Widener University.

In addition to being the owner of her boutique accounting firm in Mullica Hill, NJ, Joan has served as an Adjunct Professor of Accounting at Rowan University. Joan also ensures that everyone on the Halter team is continually learning. When you become our client, you benefit from working with an accountant who marries her vast knowledge of accounting with many years of hands-on knowledge.

While it should go without saying, any accounting firm you work with should be a chartered or certified firm. Unfortunately, one of the downsides of people searching for accountants online is that some of them are less than qualified—and some are less than scrupulous.

We would encourage you to work with a firm that holds itself to the highest standards. Your accountant should have extensive experience, hold a degree, and continue to study the changes in tax and finance law at least twice per year.

Whether you choose Joan Halter, CPA to perform only your income taxes or to additionally assist with your personal finance goals, we’re available to support you throughout the entire year. Don’t postpone working on your books until tax season is here; allow us to ensure you’re optimally prepared well ahead of time.

If you have any questions about the services we offer, please contact us. We look forward to having the opportunity to help you achieve your financial goals.

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