Let’s be honest. When you first started your business, taxes were simple. Your CPA handled your filings, made sure you were legal, and maybe even saved you a few bucks. But now that your business is scaling, things are getting way more complicated and suddenly, your CPA’s “one-size-fits-all” approach isn’t cutting it.
If you’re in a product-based industry like alcohol, CPG (consumer packaged goods), or e-commerce, you need more than just tax prep. You need strategic financial guidance and if your CPA isn’t giving you that, your business could be leaving serious money on the table.
So, how do you know if it’s time to upgrade? Let’s break it down.
Signs Your CPA Might Be Holding You Back
- You only hear from them at tax time. If your CPA isn’t proactively helping you plan for growth, they’re just a tax preparer not a strategic partner.
- They don’t understand inventory or COGS (cost of goods sold). If you’re selling products, inventory management is everything. A CPA who doesn’t get this could be missing major deductions or messing up your financial reports.
- Your tax bills keep surprising you. If you’re constantly shocked by what you owe, your CPA isn’t planning ahead.
- Cash flow feels unpredictable. Your business looks profitable, but somehow there’s never enough cash in the bank.
- They don’t specialize in your industry. E-commerce, alcohol, and CPG businesses have very specific tax rules. If your CPA doesn’t know them inside and out, you’re missing out.
Sound familiar? Then it’s time for a change.
Why This Happens: Not All CPAs Are Built for Business Growth
Many business owners start with a personal tax-focused CPA because, well, it’s easy. But as your business grows, you need an accountant who understands business finance not just personal tax returns.
Here’s what a generalist CPA might not be helping you with:
- Inventory & COGS tracking – Essential for managing product margins and profitability.
- Cash flow forecasting – So you never get caught short when it’s time to scale.
- Choosing the right entity structure – LLC, S-Corp, C-Corp? The wrong choice could mean higher taxes.
- Multi-state tax compliance – Selling across state lines? Each one has different tax laws.
- Proactive tax strategy – The best CPAs don’t just file taxes, they help you plan ahead to keep more money in your business.
If your CPA isn’t covering these bases, your business is losing money—period.
The Solution: Work with a CPA Who Helps You Grow
At some point, every serious business owner realizes they need more than just tax filing, they need a CPA who thinks like a CFO and helps them plan for the future.
What Insogna CPA Does Differently:
- We create proactive tax strategies—so you’re never hit with surprise tax bills.
- We understand product-based industries—and know the best tax-saving strategies for e-commerce, alcohol, and CPG businesses.
- We help you track cash flow and inventory correctly—so you always know where your money is going.
- We guide you through growth decisions—like when to switch to an S-Corp or expand into new states.
Is Your CPA Keeping Up with Your Growth? Let’s Find Out.
If your CPA isn’t providing strategic tax planning, cash flow insights, and industry-specific guidance, your business is missing out on major opportunities to save money and scale smarter.
At Insogna CPA, we specialize in helping businesses like yours optimize their finances, stay compliant, and grow with confidence.
Whether you need an Austin tax accountant, guidance from a tax advisor in Austin, or expert Austin accounting services from one of the top CPA firms in Austin Texas, we’ve got your back...
Let’s talk about what your business really needs. Book a free consultation today!