While many people are very good at keeping track of financials, they may not provide the same level of quality.
Choosing a licensed and certified bookkeeper gives you peace of mind that this person has not only taken the time to increase their education they also went through a vigorous process to prove their skills and knowledge in order to obtain their license. Being certified and licensed also means we adhere to a strict ethical code and client confidentiality.
While we can help with organizing your financial data, we do not file client tax returns.
We do work with some exceptional CPAs who we can recommend to handle your tax needs.
If you already have a CPA you work with we will gladly work with them. We will make sure your books are accurately updated so your CPA will have all the data they need.
Does your bookkeeper return your calls?
Do you feel comfortable asking them a question?
Do you feel heard?
Are they available to guide you through your financials?
Do they take the time to make sure you understand what your financial reports are telling you?
With the right bookkeeper, the answers should be a resounding "Yes!"