Frequently Asked Questions

When should I begin to work with a bookkeeper? Can't it wait till tax time?
Now is the best time.  Think of your books like a renovation project.  Any delay creates important work that sits there unfinished.
Staying on top of you books is essential to be tax ready!  A last minute scramble could result in missing valuable deductions! 
What is the difference between a Bookkeeper and CPA?
Your CPA will prepare your taxes, advise on budget forecasting, and create journal entries to adjust things like depreciation and amortization.
Your bookkeeper will organize and categorize the day-to-day transactions from your business accounts to create the financial reports your CPA needs to give you the best tax time advantage of deductions! 
What services does a Bookkeeper provide?
Bookkeepers provide relief! 
They handle the organization of bank transactions, credit card charges, keeping track of transfers, tax filings, and creating journal entries for purchases and sales.
Not to mention creating W-2’s, 1099’s, payroll, and preparing financial reports! 
Do I need to clean up my books before I hand them over?

No.  Your bookkeeper will correctly diagnose concerns and work to get your books in tip top shape!