GET YOUR CPA WELLNESS CHECK

A CPA Wellness Check is right for you if you find yourself asking:

  • Why did I pay more taxes than expected?

  • Why won’t my current CPA call or email me back?

  • How can I get more accurate, more timely financial reports from my CPA?

  • Why does it feel like there is never enough cash even though my business is profitable?

  • Is my current tax preparer doing things correctly?

  • Am I leaving tax deductions on the table?

  • Is the price my current accountant and/or tax preparer is charging me fair for the value I’m getting?

Start your CPA Wellness Check

FERVELL’s CPA Wellness Check gives you clarity and peace of mind by answering these questions and more in a 45-minute meeting with a FERVELL CPA for a one-time investment of $175.

We recommend all prospective clients begin with a CPA Wellness Check so that we can best understand your goals and needs. If you choose to hire FERVELL after your Wellness Check, your $175 investment will be credited on your next invoice.

Questions?

Connect with FERVELL before you get started

START YOUR CPA WELLNESS CHECK WITH 3 EASY STEPS

1. Complete the CPA Wellness Questionnaire

2. Schedule your CPA wellness check

3. Upload your most recent tax return and current financial statements via FERVELL’s secure portal

Click to Start Your Questionnaire

The questionnaire will include a link to schedule your wellness check. You will receive email confirmation after completing the questionnaire. Please check your spam folder.

FAQ

  • While many firms stop at entering data and filling out forms, we go further. We take the time to fully understand your business’s goals and aspirations so we can tailor our advice to where you want to go. We proactively analyze your numbers to uncover hidden financial opportunities, dedicate significant time and attention to your needs, and deliver mistake-free, elite-level work.

  • We specialize in helping businesses and their owners who want not just basic bookkeeping, but a long-term tax strategy. We’ve served restaurants, real estate owners, blue-collar entrepreneurs, and high-earning white collar professionals, and more.

  • Absolutely. All of our services are 100% custom. Simply send us a message with what you’re hoping to achieve, and we’ll go from there. Not sure what your goals are? Explore our most effective plans, or get in touch so we can recommend the best path.

  • You can see the full details of each of our outcome-driven services here.

  • Pricing varies based on the complexity of needs and the services or plan chosen. Please get in touch for a free consultation, and from there, we can give you an exact quote on our premium services.

  • Yes. We know business evolves, and your plan should evolve with it. Let us know anytime you feel it’s time to level up.

  • We prioritize the human relationship over all else. Exact frequency depends on the plan you choose and the terms outlined in your contract. You can view the details of our most effective plans here.

  • Yes—while we’re based in Erie, PA, we provide services to clients nationally, using virtual meetings and tools to stay well connected.