Search fund CPA recs?
I'm looking for a qualified CPA with experience in the following: (1) Standard bookkeeping at the HoldCo and PortCo levels (2) Tax optimization strategy at the HoldCo and PortCo levels (3) Personal tax strategy with respect to executive salary, expenses, etc. I imagine it's rare for a CPA to cover all three buckets, but it's worth a shot. Thanks!