Anyone have any good leads for a CPA firm or individual that is very knowledgable with our industry?

What specifically are you looking for? Do you want them to be local to you?

i dont care if they are local. I want someone who knows the industry and does a wicked job and maximizing tax credits/incentives/strategies for my business.

I would disagree and say you would want the exact opposite. (Though I suppose it depends on the size of your business and service are.)

You should find someone through your local Chamber or BNI. They are the ones that should care about providing great service.

As for what we do, I can't imagine it's that different from any other trade out there, just different widgets.

You want account advice on our industry your search should begin and end at Steve Firszt https://www.vitalmgt.com/

Jack is spot on (as usual). Steve is a superb resource.

Looks like they only focus on integrators that make 1-2mil per year

That sure leaves a lot of guys on the outside looking in....


Good thing I had my own personal CPA. :-)

|someone who knows the industry
does a wicked job and maximizing tax credits/incentives/strategies for my business.

It all starts with the information you provide to your CPA. I have yet to find one that knows our industry at all, let alone well. However, a good CPA just looks at the numbers and can help you make decisions on strategies to reduces taxes.

It all starts with your business model and bookkeeping. We have used multiple sources to get our books and business models fine tuned. The CEDIA annual surveys are a great place to start. We adjust our books to be similar the product categories and overhead accounts on their survey. This allows us to compare our numbers to similar companies.

Bedrock Learning has some great books and training for optimizing your financials and profits. You need to know your business and the industry better than your CPA.

Feel free to reach out to me for a conversation. Way too much to type....