Top CPA Near Me

Hire the Best Accountant in Austin, 2024 Edition

Hire the Best Accountant in Austin

To reach this level, every top accounting firm undergoes a thorough evaluation, including customer reviews, history, complaints, ratings, satisfaction, trust, cost, and overall excellence. When it comes to your financial health, you shouldn’t settle for anything less than the best.

Here’s the Deal 🚩

Your top accounting firm in Austin for 2024 is… Insogna CPA. Don’t miss out on what we bring to the table.

We’re a licensed CPA firm by the Texas State Board of Public Accountancy, meaning you can trust us to handle your financials with the highest level of expertise. That’s not just impressive, it’s essential. Our team of professionals is here to support you every day, leveraging the latest technology to ensure everything is as efficient and transparent as possible.

💬 Client Testimonial

One of our valued clients, Ryan, says:

“These folks are experts when it comes to managing wealth in a complex global economy. They’re not just any accountants—they’re the top CPA team. And their clients know it. They respond to communications like it’s their job—because it is. And trust me, they nail it every time.

But here’s the real kicker. These guys don’t do one-size-fits-all. They tailor growth solutions specifically for each client. That means they’ll work with you to figure out exactly what you need to succeed. And they do it using the latest tech and strategies. These folks are at the forefront, people.

And if taxes make you anxious—join the club—they’ve got that covered too. Their customized monthly packages are designed to help grow your business and take the stress out of personal taxes. Honestly, they’re the dream team.”

We’re grateful for Ryan’s kind words.

Top CPA firm in Austin

If you’re looking for the top CPA firm in Austin, Insogna CPA is the answer.

Thinking it’s time to finally get your finances in order? Let’s sit down—whether over a coffee, tea, or a quick Zoom call—and talk about how Insogna CPA can help you make 2024 the year you take control. We’re here to listen, guide, and craft a plan that fits your unique needs. After all, you deserve more than just a CPA; you deserve a partner in success.

Inc. Magazine Award Winner in the Southwest Region

Inc. Magazine Award Winner in the Southwest Region

Companies on the Inc. 5000 Regionals Southwest list achieved an impressive average growth rate of 154%.

Insogna CPA is thrilled to announce its ranking on the prestigious Inc. 5000 Regionals Southwest list, marking our third consecutive year on this coveted list. This ranking reflects our ongoing commitment to excellence as a top CPA firm in Texas. The Inc. Magazine regional list provides a unique spotlight on the Southwest’s most successful private companies, showcasing the dynamic small businesses that fuel our economy.

“We’re honored to be recognized by Inc. Magazine for the third year running,” said Chase Insogna, Founder and President of Insogna CPA. “This achievement is a testament to our dedicated team of professionals who consistently deliver top-notch service to our valued clients. Our growth is a direct result of our relentless focus on customer satisfaction and financial expertise,” Chase added. “We’re proud of our team’s success and are excited to continue helping our clients thrive.”

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INC 500 Regionals Southwest

The companies on this year’s list exemplify remarkable growth across all industries in the Southwest region. From 2021 to 2023, these 141 private companies averaged a growth rate of 154%, contributing over 10,000 jobs and nearly $11 billion to the Southwest’s economy. The Austin, Texas, Scottsdale, Arizona, and Fort Worth, Texas areas led the charge with the highest growth rates.

For complete results of the Inc. 5000 Regionals Southwest list, including detailed company profiles and an interactive database sortable by industry, metro area, and other criteria, visit Inc. 5000 Regionals Southwest.

“This year’s Inc. 5000 Regional winners represent some of the most innovative and impactful companies in the U.S. They’re leaders, creators, and disruptors making a significant mark on the economy. Keep an eye on these companies—they’re shaping the future,” says Scott Omelianuk, editor-in-chief of Inc. Magazine.

Are you ready to partner with an award-winning CPA firm?

Contact us today to see how we can help your business achieve its financial goals in 2024 and beyond. Whether you’re looking for tax strategies, financial planning, or business consulting, our expert team is here to support your growth every step of the way.

Let’s make 2024 your most successful year yet!

Insogna CPA: Top Best Accountant in Austin

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Insogna CPA has proudly secured a spot on Expertise.com’s Best Accountants in Austin list. Out of over 170 accountants considered for this award, Insogna CPA was nominated for this award.

“Our goal is to connect people with the best local experts. We scored Austin accountants on more than 25 variables across five categories and analyzed the results to give you a hand-picked list of the best,” states the Expertise website.

Selection Criteria:

  • ✅ Availability
  • ✅ Qualifications
  • ✅ Reputation
  • ✅ Experience
  • ✅ Professionalism

“It’s an honor to be named among the winners and receive a score of A+ for reputation and professionalism,” commented Chase Insogna, CPA, and managing partner. “We truly love helping our community members and providing the best services we can to clients.”

❓Do You Need an Accountant?

Most individuals may only need an accountant during tax season. However, small business owners have more complex record-keeping needs, making an accountant essential for ongoing financial management.
– Expertise.com

Ready to experience the expertise of Austin’s top CPA firm?

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Contact us today and let us help you navigate your financial journey with confidence and professionalism. Whether you’re an individual needing help during tax season or a business owner requiring comprehensive accounting services, we’re here to provide top-notch support.

 

Top 50 Cloud Accountants Award

Top 50 Cloud Accountants Award

We are thrilled to announce that we have been selected as one of Hubdoc’s Top 50 Cloud Accountants in North America!

Hubdoc praised Insogna CPA for leveraging an advanced accounting technology stack to help clients reach their goals. “With our tech stack of 20 different technologies, we provide up-to-date financial and reporting information quickly so business owners can act and make real-time decisions,” explains Chase. Additionally, we lead by example, adopting cloud technology within our own firm to enable employees to achieve work-life balance and meet our firm’s goals. Congrats, Chase and team!

🎖️ Hubdoc's Top 50 list

We are particularly proud to be recognized in Hubdoc’s  Top 50 list, which aims to spotlight accounting and bookkeeping firms in North America who are setting an example in leveraging cloud technology. Hubdoc has released their Top 50 list, and the competition was fierce, with hundreds of applications showcasing inspiring stories of how cloud technology has enabled both advisors and their clients to reach their goals.

The progress the accounting community has made in the past decade is impressive. Accountants across North America are empowering small business owners like never before, and we are honored to be part of this transformation.

Please give a virtual round of applause to all the firms that made this year’s Top 50 Cloud Accountants in North America!

Are you ready to experience cutting-edge accounting solutions tailored to your business needs?

Contact us today to find out how our advanced tech stack can help you make informed, real-time decisions. Let’s achieve your business goals together—reach out to us for a personalized consultation!

Ranked one of the Top Austin CPAs in Inc. 5000 Southwest List for 4th Year in a Row!

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“We are thrilled to be ranked by Inc. Magazine for the 4th consecutive year,” said Chase Insogna, Founder and President of Insogna CPA. “Our dedicated team works tirelessly to serve our valued clients every day.”

Companies on the 2024 Inc. 5000 Regionals: Southwest list had an average growth rate above 135 percent. Inc. magazine today revealed that Insogna CPA is No. 161 on its fourth annual Inc. 5000 Regionals: Southwest list, the most prestigious ranking of the fastest-growing Southwest private companies, based in Arizona, New Mexico, Oklahoma, and Texas. Born of the annual Inc. 5000 franchise, this regional list represents a unique look at the most successful companies within the Southwest economy’s most dynamic segment—its independent small businesses.

This unwavering commitment to providing outstanding customer experiences has driven significant year-over-year growth at Insogna CPA,” he continued. “We are incredibly proud of our team’s achievements and are excited to continue offering top-tier financial expertise to our clients.”
The companies on this list exhibit remarkable growth across all industries in the Southwest region. Between 2020 and 2022, these 162 private companies had an average growth rate of 135.43 percent; by 2023, they’d also added 17,606 jobs and $14.5 billion to the region’s economy.

Complete results of the Inc. 5000 Regionals: Southwest, including company profiles, can be found at inc.com/Southwest. You’ll also find an interactive database that can be sorted by industry, metro area, and other criteria.
“The honorees in our Inc. 5000 network are the Who’s Who of private companies. They’re energizing regional economies as they engineer the future of their industries. Learn who they are and what they do — they’ll be impacting things for a while,” said Eric Hagerman, Special Projects Editor at Inc. Media.

ranked inc. regionals

More about Inc. and the Inc. 5000 Regionals

Methodology The 2024 Inc. 5000 Regionals are ranked according to percentage revenue growth when comparing 2020 and 2022. To qualify, companies must have been founded and generating revenue by March 31, 2020. They had to be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2022. (Since then, a number of companies on the list have gone public or been acquired.) The minimum revenue required for 2020 is $100,000; the minimum for 2022 is $1 million. As always, Inc. reserves the right to decline applicants for subjective reasons.

About Inc. Media The world’s most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month across a variety of channels, including websites, newsletters, social media, podcasts, and print. 

Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. The global recognition that comes with inclusion in the 5000 allows the founders of the best businesses to engage with an exclusive community of their peers and the credibility that helps them drive sales and recruit talent.

The associated Inc. 5000 Conference is part of a highly acclaimed portfolio of bespoke events produced by Inc. For more information, visit www.inc.com.

Looking for top CPA services in Austin, Texas?

Discover why we are recognized among the best in the region. Contact us today to learn how we can help your business thrive.

Beyond Automated Bookkeeping: How to get the most of your CPA Accountant

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The rise of automation has been a game-changer for many small businesses, enabling them to cut costs and streamline operations. However, relying entirely on automation poses risks. Some tasks require the finesse of human skill and judgment—accounting is one such area where a licensed CPA can make all the difference. Have you ever considered why your small business needs more than just automated bookkeeping?

Although accounting technology has ramped up automation to impressive levels, artificial intelligence can’t yet match the precision and insight of a human CPA. Human interaction is invaluable to your business’s financial health.

Why Hire A CPA?

You won’t hire a CPA to do basic math—reliable accounting software can handle low-level tasks. Instead, you’ll employ a CPA to provide meaningful insights into your company’s finances and offer proactive services that technology simply can’t match. This includes cost reduction strategies and legally minimizing your business’s taxes, as well as guidance on future financial strategies.

Qualified CPAs are committed to safeguarding your data and maintaining confidentiality. You can trust that any sensitive information will remain private and secure.

How to Get The Most from Your CPA

Leverage a state board-licensed CPA for your key accounting responsibilities, such as:

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Reconciliation

Reconciliation involves comparing internal financial records with those from external sources, like banks and credit card companies. If everything has been recorded accurately, the records should match. If not, a CPA will investigate the discrepancies.

While some discrepancies may stem from clerical errors, reconciliation is crucial for detecting fraud and other unusual financial behaviors. A robust reconciliation process helps businesses avoid overdraft fees and catch improper spending before it damages the company’s finances.

Although automation can assist, reconciliation must be performed by a board-certified CPA. Transactions like petty cash often bypass automated systems and require human oversight to identify and correct errors.

automation financial reconciliation

Financial Analysis

Financial analysis assesses your business’s current financial health, reviews past performance, and identifies future opportunities to improve your financial situation. Without it, you’re likely to repeat past financial mistakes.

Automation tools can’t handle financial analysis because it involves more than just number-crunching. The best financial analysts are critical thinkers who develop creative solutions and complex strategies to overcome financial challenges—skills that software cannot replicate.

automation wealth building

Wealth Building

Building Growing your business involves risk, especially when investing significant capital. A certified CPA can help plan your growth by advising on resource allocation, creating growth forecasts, updating procedures, and tracking actual growth against projections.

While a good grasp of numbers is essential, innovation and creative thinking drive business growth. The right CPA will have the experience and in-depth business knowledge needed to push your business forward. While automation tools can assist with basic tasks like tracking growth and creating projections, they can’t devise an effective overall business expansion strategy.

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Minimizing Tax Liability

Minimizing tax liability is crucial for all businesses. There are often ways to save through deductions, tax credits, and financial organization that legally reduce the amount you owe. Automation software lacks the strategic planning needed to achieve this. If you rely solely on software for tax affairs, you’ll likely pay more than if you outsourced to a licensed CPA.

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Overseeing Automated Bookkeeping

Automation software excels at number-crunching and organization but lacks the ethical and logical decision-making abilities of a human. Automation frees CPAs from simple accounting tasks, allowing them to focus on helping your company thrive. You’ll need a CPA to oversee the big-picture responsibilities and monitor automation tools to ensure they’re functioning correctly.

Want to discover how automated bookkeeping and our team of certified CPAs can work together to support your small business finances? Contact Insogna CPA today to learn more.