find a CPA

[chadwhitacre]

We should have a proper accounting framework in place for our escrow, with an annual independent review or audit to make sure we're a) not making any unintentional errors, and b) don't have anyone stealing money. Reticketed from gratipay/gratipay.com#3618.

[chadwhitacre]

Looks like my go-to accounting firm got bought up a few years ago by www.hbkcpa.com.

[chadwhitacre]

http://hbkcpa.com/services/assurance/audits-of-non-public-companies/
http://hbkcpa.com/locations/pittsburgh-pennsylvania/

[chadwhitacre]

https://www.google.com/search?q=crowdfunding+accountants
https://www.google.com/search?q=open+source+accountants

[chadwhitacre]

www.crowdfundcpa.com is owned by www.artesiancpa.com.

Audits starting at $3,500*

*Costs of audit services can vary greatly dependent upon the nature of the entity, its transactions, industry, the condition of the financial records and financial statements.

[chadwhitacre]

http://www.accountingtoday.com/news/crowdfunding-jobs-act-jim-brendel-63508-1.html
http://www.heincpa.com/
http://www.heincpa.com/Bio/james-brendel-cpa-cfe/

[chadwhitacre]

To CPAs, "crowdfunding" means the JOBS Act.

[chadwhitacre]

Audit vs Review vs Compilation

Difference Between Compilation, Review and Audit

The difference is the level of service, which is determined by your needs and what your creditors and/or investors require.

[chadwhitacre]

http://www.bmss.com/accounting-auditing.php

[chadwhitacre]

Inspired by #193 (comment):

https://www.google.com/search?q=accountants+on+github

Nada mucho.

[chadwhitacre]

Maybe Patreon and/or Bountysource would have a recommendation?

[chadwhitacre]

Heeeeere's what audits are for:

http://www.ambridgeconnection.com/local-news/police-charge-ambridge-water-authority-employee-with-theft

😞

[chadwhitacre]

Mark C Turnley CPA
https://plus.google.com/103884012820955997871/about

[chadwhitacre]

Called (724) 709-7624 from that G+ page. "You have reached a number that is no longer in service. Please check the number and try again."

[chadwhitacre]

Called 724-266-2669 from http://www.ambridgeboro.org/index.asp?Type=B_DIR&SEC=%7BC99E7D2D-DB8B-43A3-8BA3-7F301AB84BEA%7D&DE=%7B16A6A011-9799-4CA5-A732-8A5EC7F3F9A4%7D. Same message!

[chadwhitacre]

To: [email protected]
Subject: help with crowdfunding company?

Greetings! I run a crowdfunding company here in sunny Ambridge, Pennsylvania, and am in need of a CPA to help me set up an accounting framework for the escrow we manage. I expect we'll also need regular review/audit in the future as well. Is this something you'd be interested in helping us with? Would you be available next Monday or Thursday at 10am for an initial meeting?

[chadwhitacre]

lol

Delivery to the following recipient failed permanently:

[email protected]

Apparently we've found the Dark Knight of CPAs.

[chadwhitacre]

Manta! The first time you've ever given me useful information, Manta.

http://mcturnley.com/
(724) 371-0887
[email protected]
2919 Duss? That's not far from Blue Canary.

[chadwhitacre]

Success! Called and left my info with the secretary. "We recently moved to New Brighton."

[chadwhitacre]

We currently have about $150,000 in escrow for about 5,000 users.

[mattbk]

We currently have about $150,000 in escrow for about 5,000 users.
That's one of those interesting stats that might help people realize Gratipay is bigger than it seems. I know the escrow is going away, but still.

[chadwhitacre]

The escrow is on https://gratipay.com/about/stats, though other stats are broken there. I didn't find a ticket for cleaning up the stats page post-2.0, so I made gratipay/gratipay.com#3626.

[chadwhitacre]

Recommendation from a friend: https://plus.google.com/112330445661125229993/about

[chadwhitacre]

To: Keith Barfield
Subject: setting up books for crowdfunding site?

Greetings! My name is Chad Whitacre, and I run a small crowdfunding site called Gratipay. We're three years old and we've reached a point where we could use some professional accounting help. Specifically, we need to implement a proper accounting framework for our escrow, which currently stands at about $150,000 for almost 5,000 users. Once we get a framework in place, we'd like to establish a periodic review or audit.

Is this something your firm could help us with? Would any of the following times work for an introductory call?

Thursday, July 23 (tomorrow) at 10am US/Eastern
Monday, July 27 at 2pm
Thursday, July 30 at 10am

[chadwhitacre]

Bringing over from gratipay/gratipay.com#3618 (comment):

To: a friend in accounting

Good to run into you the other day!

Can I buy you lunch at K&N some day this week or next? How about this Thursday (July 23) or next Monday (July 27)?

In addition to generally catching up, I'd love to pick your brain about setting up a chart of accounts for the escrow for the crowdfunding company I'm running (Gratipay).

[chadwhitacre]

http://wilkecpa.com/

[chadwhitacre]

To: Peter Fleming
Subject: setting up books for crowdfunding escrow

Greetings! [] gave me your name. I run a small crowdfunding site called Gratipay. We're three years old and we've reached a point where we could use some professional accounting help. Specifically, we need to implement a proper accounting framework for our escrow, which currently stands at about $150,000 for almost 5,000 users.

Is this something you could help us with? Would you have any availability next Monday, Wednesday or Thursday for an initial conversation?

[chadwhitacre]

Good to hear from you and I am happy to hear of your success.

My availability on those days you mentioned next week is as follows:

[]

Let me know what works.

Me:

Thanks, Peter. Would you be up for a face-to-face meeting? How about I find you in Carnegie on Wednesday at 2pm?

[chadwhitacre]

That works – see you then.

💃

[chadwhitacre]

Yessssssss. Okay! Just wrapped up an initial consultation w/ Mr. Fleming. Short story is we're on the right track with gratipay/gratipay.com#3618 and he can help us finish designing a proper accounting system. Picking up over there ...