Watter CPA

BACKGROUND

Please describe your company and position.

I am the Founder of Breakaway Marketing

Describe what your company does in a single sentence.

Marketing

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Watter CPA to accomplish?

• Manage Business Books
• Individual Income Tax

SOLUTION

How did you find Watter CPA?

Online Search

Why did you select Watter CPA over others?

Good value for cost

How many teammates from Watter CPA were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Been working with the group at Watter for about a year now. They have been very prompt and professional. They are optimizing both my indivudal and my business tax situation. I've been able to save a ton of money so far and it is nice having all the tax and accounting stuff off of my plate 100%.

Deifnitely recommend them if you're looking to hire a CPA.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Complete tax preparation

Advise on business tax optimization

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Always on time to meetings. Work with me on my schedule and timeline for deliverables. 

What was your primary form of communication with Watter CPA?

Virtual Meeting

What did you find most impressive or unique about this company?

The knowledge. The team at Watter know their stuff backwards and frontwards.

Are there any areas for improvement or something Watter CPA could have done differently?

N/A

BACKGROUND

Introduce your business and what you do there.

I'm an Executive of Midtown Medical, a medical billing and coding company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Watter, CPA, P.A.?

We needed help with tax and accounting.

SOLUTION

What was the scope of their involvement?

Watter, CPA, P.A. has prepared our tax returns and provides a tax strategy and proactive guidance. The team has also answered all my questions and scheduled two calls with me.

What is the team composition?

We work with one main teammate and one assistant.

How did you come to work with Watter, CPA, P.A.?

Someone referred Watter, CPA, P.A. to me. I chose them because they were the fastest to respond and showed from the start that they understood my project. The team asked all the relevant questions and gave me a scope of work that made sense and showed sophistication.

What is the status of this engagement?

We started working with them in January 2025, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Watter, CPA, P.A. has prepared our tax returns well before the due date. The team has given us peace of mind and taken the workload off my plate. Normally, it takes me days to get my taxes done, but Watter, CPA, P.A. just sends in all my files and prepares them. We've had a couple of calls to go over things, but I haven't had to invest time or work. Moreover, we're confident that we aren't overpaying taxes. I'm already very knowledgeable about accounting, so Watter, CPA, P.A. has just confirmed what I thought was true, which is very comforting.

How did Watter, CPA, P.A. perform from a project management standpoint?

Watter, CPA, P.A. has delivered way ahead of schedule. The team has reminded me more than once to get started early, and we've actually gotten the initial work done by November 2025, so we were able to file first thing in January 2025. We communicate via phone, email, and text.

What did you find most impressive about them?

The team's follow-ups have been great to ensure we're on time. Watter, CPA, P.A. is also extremely proactive about suggesting tax strategies.

Are there any areas they could improve?

I'm happy with how the project has gone.

BACKGROUND

Please describe your company and position.

I am the Salesperson of a design company 

Describe what your company does in a single sentence.

Helps with design & decor

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Kenneth J. Watter, CPA, P.A. to accomplish?

• bookkeeping & tax returns

SOLUTION

How did you find Kenneth J. Watter, CPA, P.A.?

Referral

Why did you select Kenneth J. Watter, CPA, P.A. over others?

• Pricing fit our budget
• Good value for cost

Describe the scope of work in detail. Please include a summary of key deliverables.

Kenneth J. Watter, CPA, PA provides bookkeeping and tax returns services. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Kenneth J. Watter, CPA, PA, is a top-notch accounting firm that consistently goes above and beyond! The team is incredibly knowledgeable, detail-oriented, and attentive, making even the most complex tax situations feel manageable. They genuinely care about their clients' financial well-being, providing personalized insights and guidance that have made a noticeable difference in my business's growth and financial planning.

They are always professional, approachable, and responsive, ready to answer questions or address any concerns. Their expertise and experience in the industry are evident in every interaction. I trust their judgment completely and feel confident knowing that my finances are in such capable hands.

If you’re looking for a CPA who truly values client success and provides exceptional service, Kenneth J. Watter, CPA, PA, is an outstanding choice! Highly recommend!

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They had a great, organized, and experienced team. 

What was your primary form of communication with Kenneth J. Watter, CPA, P.A.?

• In-Person Meeting
• Virtual Meeting

What did you find most impressive or unique about this company?

Timing

Are there any areas for improvement or something Kenneth J. Watter, CPA, P.A. could have done differently?

none