A BETTER CPA RELATIONSHIP STARTS WITH A CONVERSATION.
Whether you need help meeting your accounting and tax requirements or want a CPA who stays involved as more complex questions arise, getting started should be straightforward.
Tell us about the questions or decisions you’re facing and what you want from your relationship with your CPA.
We’ll help you determine the right support, explain what working together could look like, and set clear expectations before the work begins.
STEP 1
START WITH A CONVERSATION ABOUT WHAT YOU NEED.
We start by learning about the questions or decisions you’re facing, the services you need today, and what you want from your relationship with your CPA.
We’ll discuss what may be missing from your current accounting relationship and where better communication, earlier advice, or additional support could be useful.
STEP 2
DEFINE THE RIGHT SUPPORT AND SET CLEAR EXPECTATIONS.
Not every client needs the same services or the same level of support.
We’ll determine which services fit your needs and clearly define the scope, timeline, fee structure, information required from you, and what you can expect from us before the work begins.
STEP 3
WORK WITH A CPA WHO STAYS INVOLVED.
Once the right services are in place, you’ll know what to expect, have someone to call when questions arise, and get practical advice when something deserves a closer conversation.
As your needs change, your relationship with Endeavour Advisory can evolve with them.
FREQUENTLY ASKED QUESTIONS
QUESTIONS ABOUT WORKING WITH ENDEAVOUR ADVISORY?
Starting a new accounting relationship can raise questions, especially when you already have an accountant or are not sure what type of support you need.
Here are a few things to know before getting started.
DO I NEED TO KNOW WHICH SERVICE I NEED BEFORE SCHEDULING A CONSULTATION?
No. Part of the initial conversation is understanding the services you may need and the questions or challenges you’re facing.
We’ll help you determine whether tax services, assurance and accounting services, Fractional CFO support, or a combination of services makes sense for you.
DO I HAVE TO LEAVE MY CURRENT ACCOUNTANT TO WORK WITH ENDEAVOUR ADVISORY?
Not necessarily.
If you have a good relationship with your current accountant and the support you receive is working well, we are not interested in disrupting it simply for the sake of making a change.
Depending on the services you need, Endeavour Advisory may be able to work alongside your existing professionals. We’ll discuss your current relationships and determine what makes sense for your situation.
WHAT HAPPENS DURING THE INITIAL CONSULTATION?
We’ll learn about the financial requirements, questions, or decisions you’re facing and what you want from your CPA relationship.
We’ll discuss where you may need additional support, explain how Endeavour Advisory may be able to help, and answer your questions about working together.
WHAT CAN I EXPECT BEFORE THE WORK BEGINS?
Clear expectations.
Before work begins, we’ll define the scope of the engagement, timeline, fee structure, information required from you, and what you can expect from working together.
HOW OFTEN WILL I HEAR FROM MY CPA?
The level and frequency of communication depends on the services and support you need.
Some engagements have a defined timeline and communication process. Tax planning and Fractional CFO relationships may involve more ongoing conversations throughout the year.
Either way, you should know what to expect and have a CPA you can turn to when questions arise.
WHAT IF MY NEEDS CHANGE OVER TIME?
Your accounting relationship should be able to change as your needs change.
You may begin with personal or corporate tax services, financial reporting, or another defined engagement and later need deeper financial analysis, forecasting, budgeting, cash flow analysis, or ongoing Fractional CFO support.
We’ll help you recognize when additional support may be useful and discuss your options with you.
WHAT MAKES ENDEAVOUR ADVISORY DIFFERENT FROM A TRADITIONAL ACCOUNTING FIRM?
Technical expertise should be expected from your CPA.
At Endeavour, we believe your business should support the life you’re building—not become something that constantly competes for your attention. Better financial decisions create more than stronger businesses. They create more freedom to invest your time and energy where it matters most.
That’s why we believe in better conversations, not just better reporting. We take the time to understand your goals, challenge assumptions, explain what the numbers are telling us, and help you make informed decisions with confidence.
Our goal isn’t simply to complete the work and disappear until the next deadline. It’s to become a trusted advisor who stays involved, helps you navigate important decisions, and gives you the confidence to move forward knowing someone is thinking alongside you.
CAN ENDEAVOUR ADVISORY WORK WITH MY OTHER PROFESSIONAL ADVISORS?
Yes. You do not need to replace a professional relationship that is working well simply to work with Endeavour Advisory.
When appropriate, we can work alongside your existing professionals so the people advising you have the information they need to support the work they are responsible for.
IS ENDEAVOUR ADVISORY CONNECTED TO ENDEAVOUR WEALTH MANAGEMENT?
Endeavour Advisory and Endeavour Wealth Management are part of the broader Endeavour brand but operate as separate businesses providing different professional services.
You do not need to be a client of Endeavour Wealth Management to work with Endeavour Advisory, and many clients work with only one firm.
If you choose to work with both, the professionals supporting you can coordinate when appropriate and with your consent, helping create greater communication across your accounting, tax, financial planning, and wealth management relationships.
SPEND LESS TIME WONDERING WHAT YOU MIGHT BE MISSING.
You have enough to think about without chasing answers, wondering where your work stands, or questioning whether something important has been overlooked.
With clear expectations, responsive communication, and a CPA who stays involved, you can spend less time managing your accounting relationship and more time focusing on the decisions, responsibilities, and people that matter to you.
Start with a conversation and see whether Endeavour Advisory is the right fit.