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When Is a Good Time to Switch CPAs?

Small Business| Working with a CPA| Bookkeeping & Accounting| Outsourced CFO| Consulting
November 14, 2025•2 min read

Choosing the right CPA is one of the most important financial decisions you can make for your business. A great CPA isn’t just someone who files your taxes, they’re a trusted advisor who helps you protect profits, manage cash flow, and plan for the future.

But what happens when your current CPA isn’t meeting your needs?

Many small business owners ask: When is the best time to switch?

Don’t Wait for Year-End or Tax Season

A common misconception is that you should only switch CPAs at the end of the year or right before tax season. In reality, waiting for those deadlines can actually slow you down.

The best time to switch is when you realize your current CPA isn’t serving you well. Whether that’s mid-year, in the spring, or even in Q4, it’s more important to make the change when you need better guidance.

Give Your New CPA Time to Learn Your Business

Switching between tax deadlines allows your new CPA to:

  • Review your books and processes without the pressure of tax deadlines

  • Get familiar with your financial goals, industry, and challenges

  • Offer proactive advice instead of just reacting during filing season

  • Spot errors or missed opportunities early

The more time they have to understand your business, the better they can serve you.

Signs It May Be Time to Switch CPAs

  • You only hear from your CPA at tax time

  • They don’t return calls or emails promptly

  • You’re unsure if you’re maximizing deductions or strategies

  • They don’t understand your industry (such as cannabis, family-owned businesses, or startups)

  • You feel like “just another client” instead of a valued partner

If any of these ring true, it’s probably time to explore other options.

The right time to switch CPA’s is when you realize your business deserves more proactive advice, stronger communication, and personalized service. By making the move before tax season or year-end crunch, you give your new CPA the chance to truly understand you and your business and set you up for long-term success.

At Ciaccia CPA, we pride ourselves on building strong relationships with small business owners and providing the year-round support you need for success.

Meggan Ciaccia, CPA, is the Shareholder of Ciaccia CPA, a proudly woman-owned accounting firm serving small businesses for over 20 years. She is a Certified Tax Resolution Specialist and Chartered Global Management Accountant (CGMA), helping clients resolve IRS issues, optimize tax strategies, and strengthen financial growth. Meggan also specializes as a cannabis accountant, guiding dispensaries and cannabis-related businesses through complex compliance and taxation. As a trusted advisor, she is dedicated to helping entrepreneurs to protect profits, manage cash flow, and position their businesses for long-term success.

Meggan Ciaccia

Meggan Ciaccia, CPA, is the Shareholder of Ciaccia CPA, a proudly woman-owned accounting firm serving small businesses for over 20 years. She is a Certified Tax Resolution Specialist and Chartered Global Management Accountant (CGMA), helping clients resolve IRS issues, optimize tax strategies, and strengthen financial growth. Meggan also specializes as a cannabis accountant, guiding dispensaries and cannabis-related businesses through complex compliance and taxation. As a trusted advisor, she is dedicated to helping entrepreneurs to protect profits, manage cash flow, and position their businesses for long-term success.

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