About the CPA designation

Having the accounting expertise of a CPA on our staff provides additional value to our clients.

Will Holt, CPA, CFP and partner in the firm has worked in the field of accounting for almost two decades and has been a CPA since 1998.

  • A CPA, the common acronym for Certified Public Accountant, is an accountant licensed by a state board to engage in public accounting.
  • The requirements to become a CPA vary by state, but each CPA candidate must pass the Uniform CPA Examination and fulfill certain experience requirements.

After gaining certification, a CPA is required to take continuing professional education courses to keep current on developments in the field. Both a CPA and a non-CPA can offer services in a wide range of accounting areas — such as tax preparation, forensic accounting, and estate planning — and often perform similar duties.

Only a CPA, however, can express an opinion on whether the financial statements of a public company present fairly its financial position. Thus public companies commonly hire a CPA firm to prepare the annual 10-K required by the Securities and Exchange Commission This form provides a comprehensive overview of the company’s business and financial condition and includes audited financial statements.