Great Question! – bookkeepers and accountants (including CPA’s) do very different tasks for your business. While accountants focus on the high level views such as weather or not changing your business formation will provide you with better benefits, or if there is a need to purchase assets, make tax payments and such. Bookkeepers; focus on the daily management of your business activities.- this includes reconciling invoices, bills, bank reconciliations, and accurate categorization of charges so that the accountant/CPA are able to have accurate information in order to help the business owner make financially savvy business decisions. Both play a important role is making your business profitable and successful.

Yes, we do!
We work directly with CPAs and EAs to complete these Annual Filings. By working with us, we can work directly with your Preferred Tax Preparer, or we can set you up with one of our Tax Preparers. We communicate directly with your tax preparer when your financials are ready for tax return preparation. This eliminates the stress of trying to gather all your information at the end of the year and is likely to reduce your normal annual tax preparation cost by having accurate and auditable records as soon as the 1st quarter rolls around.

Yes, we do!
We know that bookkeeping is the backbone of accounting and is necessary to have an accurate Tax Return. We also understand that finding bookkeepers who fully understand how bookkeeping and tax preparation work together is hard to come by. Our team has a well-established process that allows us to produce financials that are backed with auditable documents. We understand that reconciliation is not the only process that comes with bookkeeping, but also evaluating the financials for trends that may be missing or information that may have been processed through the shareholder/owner. We understand how to properly apply adjusting journal entries and reconciliation of not just bank accounts but all accounts as well as strong understanding in Retained Earnings.

No worries!
Our goals is to help your business to be successful, and we understand that some people learn better by being all hands on. We will create a training plan to help you understand the necessary areas in QuickBooks that apply to you. We never want to overwhelm you and offer recurrent training sessions so you can learn new information as it starts to apply to your business. By doing this, it helps reduce the cost to your wallet by allowing you to pay as you learn.