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Why do I need a bookkeeper if I have a CPA?Bookkeeping is more than taxes. Yes, bookkeeping is a necessary piece of the tax puzzle. And yes, bookkeeping allows you to maximize your write-offs and lower your tax bill. But bookkeeping is so much more than that! To name a few (aside from the obvious tax benefits), bookkeeping: provides you with a clear view of your finances lets you focus your business strategy and plan for the future helps you save AND generate more money protects you in an audit helps you obtain a loan catches errors and fraud makes your life as a business owner so much easier AND SO MUCH MORE!
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When should I hire a bookkeeper?When to hire help is one of the most common questions we get asked! Most businesses focus on hiring tasks out that will help generate more revenue for the business but that isn't always the best place to focus on getting help. If any of these statements resonate with you, it's likely time to hire some help: Your books are never up to date Your accountant does your bookkeeping (and is charging a lot for it!) Tax time is extremely stressful You constantly miss out on big tax deductions Your cash flow is unpredictable You have no idea how much to pay in estimated taxes Sales have increased but your profits haven’t You have no clear financial picture You aren't paying yourself
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Do you offer tax services?No, we do not handle taxes for you. But we're happy to refer you to some of our favorite tax preparers!
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What if my books are a mess (or non-existent)?We love messy books! No, really! I'm going to nerd out for a minute. Deep diving into messy books is why I do my job. I know that messy books feel overwhelming and make you anxious! When I see unorganized books, I see a challenge. It's like a puzzle to me, and I want to help you put together the pieces of your business!
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