Referred CPA & Audit Services
My experience this past year was very favorable with The CPA Exchange in finding us an Audit Firm in a timely manner. The Audit Firm of C. G. Uhlenberg is a local company so we didn’t have to pay for travel costs and they are great to work with. Thanks so much!
Terry Del Vecchio, Operations Manager
NASA Ames Exchange
Silicon Valley, California USA
Once again we wanted to thank you for helping us through this process. In a few words, this is what we have to say about our experience with The CPA Exchange, and how positive it was. The assistance and support given by Paul Weinberg and his team at The CPA Exchange made it possible for Ingenico to find the right advisors and have a smooth and successful transition to Crowe Horwath. The entire process was very professional, timely and at no cost to us.
We congratulate you and your staff on a job effectively performed.
Ana L. Carvalho, Administration Manager
Ingenico Latin America Inc.
Miami, Florida USA
When we were searching for an Audit Firm for our growing chemical company, we needed a Firm whose Partners were familiar with our industry and who could learn our business. The CPA Exchange efficiently gained an understanding of our requirements, and introduced us to Armanino McKenna, which turned out to be a perfect fit for us. This saved us much needed time and we could not have found the right people at Armanino McKenna as effortlessly as did The CPA Exchange. We highly recommend their services to any company requiring CPA or Audit Services.
Charles Tsou, CFO
Hitachi Chemical Diagnostics, Inc.
Mountain View, California USA
I am pleased to write The CPA Exchange a recommendation for services. Paul Weinberg was instrumental in placing me with my current accounting firm. He was very knowledgeable about the current challenges if the government contracting industry, the reporting needs of being an SBA firm, and sensitive to the needs of what MSA was looking for in an accounting firm. With no pressure or cost to me, he set me up with a few interviews. The CPA Exchange didn’t give up until I was completely satisfied with my placement. My current CPA Firm is a dream come true, and has been instrumental in the growth of my business. Thanks to The CPA Exchange I was able to find Argy, Wiltse & Robinson.
Lillian Harris, President
Man-Machine Systems Assessment, Inc.
Washington, D.C. USA
Being a busy executive, I found the assistance given to me by The CPA Exchange to be invaluable. Given little time to work with, Paul was able to quickly narrow the list of firms that would best fit our needs. I was able to make an educated and quality decision within my deadline and, to top it off, there was no fee. I would recommend The CPA Exchange to anyone who needs assistance in selecting a CPA firm.
Ken Haddix CFO
Moran Environmental Recovery, LLC
Atlantic Beach, Florida USA
In my opinion, a Big 4 Audit Firm was not a viable option for our Public Company, and finding the right Audit Firm for our specific requirements is a time consuming task. So we turned to Paul Weinberg and The CPA Exchange to help us identify potential Audit Firms for Sionix. Paul consulted with us and provided two viable Audit Firm options, one of which we received a competitive Proposal for Services. The CPA Exchange is an invaluable resource for any Public Company in the market for an Audit Firm. Although we ultimately chose an Audit Firm outside of their network, The CPA Exchange provided the foundation and knowledge for us to get the process started, and we will look to The CPA Exchange in the future as our needs arise. I highly recommend their service.
David R. Wells, CFO
Sionix Corporation
Los Angeles, California USA
I first became aware of Paul Weinberg and his colleagues at The CPA Exchange while addressing a unique audit requirement integral to the sale of a BPO service provider firm of which I was Founder and Chairman. I must say that I was more than impressed with the responsiveness of Paul and his CPA Exchange colleague network. I owe Paul and all those involved with The CPA Exchange a big basket of gratitude and my congratulations for their development of such a fine service and group of people.
Martin T. (Sid) Miner, Chairman
The Miner Group
Kansas City, Missouri USA
Paul Weinberg, of the CPA Exchange, was very quick in responding to our immediate inquiry for a CPA Firm referral. Within two days, Paul provided us with a reputable local CPA to meet with. We are very satisfied with the CPA Firm Paul referred us to and we would recommend the CPA Exchange to other businesses seeking accounting services
Forrest Woolman, Controller
Independent Living Center of Southern California, Inc.
Van Nuys, CA USA
Professional Services
We engaged The CPA Exchange and Paul Weinberg to help us streamline the enormous task of tax & business registration compliance for all the states we did business in. Paul proved to be very knowledgeable in jurisdictional tax law and would be an asset to any company forming entities and doing business in multiple locations.
Michael McDonough
Former General Counsel
Quinstreet Corporation
Foster City, California USA
The CPA Exchange and Paul Weinberg streamlined our initiative in starting and operating a U.S. business. Paul consulted with us in regards to our entity structure, taxation issues, and which state to incorporate in; formed the entity, handled all of the jurisdictional registrations required, and found us a virtual office arrangement. They provide ongoing corporate tax and business services. I highly recommend the services of The CPA Exchange if you are considering doing business in the United States.
Jose, Yan Chong TSE
Hong Kong
Founder & Owner
Lumitific Corporation (a U.S. Corporation)
Prior to my joining socialreach, L.P., The CPA Exchange provided comprehensive CFO Services for our start-up internet marketing company. They handled all of the accounting, taxation, & entity registration for the jurisdictions we did business in. We also had international tax issues, and Paul Weinberg handled those as well for us. Their service was invaluable to us and for any I would highly recommend The CPA Exchange, Inc. to any company seeking temporary or permanent CFO Services.
Lisa VanPatten CFO
socialreach, L.P.
Philadelphia, PA USA
We have been with Paul Weinberg for over 15 years. Our business opportunities have taken us through 7 states in that time, and Paul has helped us through every issue & opportunity we’ve been confronted with. His knowledge, attention to detail, and quick response are always greatly appreciated. We wouldn’t work with anyone else.
Marjorie Schaefer
Jim Krahn, Corporate Executive
Fox Point, Wisconsin USA
Paul Weinberg has provided independent CPA Services for our mutual clients for over twenty years. We feel very comfortable referring clientele with complex tax situations to Paul and The CPA Exchange, as we know they will be handled with professionalism and integrity, and with a high level of technical expertise.
Alan F. Block, Esq.
Block & Landsman
Chicago, Illinois USA
Responsiveness, reliability and the highest integrity are the attributes I look for in a tax service provider and Paul Weinberg & The CPA Exchange consistently exceeds my expectations every year. As a public company CFO, I have had tax returns with multiple stock option transactions, relocation gross-ups, and multi-state filings and have never been disappointed in the accuracy and timeliness of the work.
John Dahldorf
Chief Financial Officer
Volcano Corporation
San Diego, California USA
Paul Weinberg is an expert at dealing with complex and multi-state personal tax returns. We’ve used him for years and think he’s terrific. He also never loses his sense of humor, no matter how close it is to the tax filing deadline!
M. Shan Atkins
Investor and Corporate Director
Long Grove, Illinois USA
As a CPA I look for certain attributes in an accounting firm – accuracy, attention to detail, and technical knowledge. The CPA Exchange has provided that and more in the CFO Services rendered to my technology businesses over the past two decades. They have been able to adapt to any internal accounting software we use, and have technical tax expertise so we have the comfort of knowing that piece is handled, as well.
David S. Shuman, CPA, CITP
Vector Consulting Services, Inc.
Chicago, Illinois USA
Our company was expanding our market into the international arena and as the accounting manager, needed immediate advice on several issues. I was fortunate to find The CPA Exchange and Paul Weinberg to help guide me to a source providing answers to my questions. He also put me in direct touch with an accounting firm in one of the countries we are doing business in. Paul was very helpful and always responded promptly to my calls and e-mails.
Shari Vallieres, Accounting Manager
Solidvapor, Inc.
Indianapolis, Indiana USA
