While CPAs and bookkeepers both work with financial data, they have different roles that complement each other. Bookkeepers manage daily transactions and maintain accurate records, ensuring data is organized and up-to-date. This allows CPAs to focus on complex tasks like tax planning and financial analysis, ultimately saving time and money for the business.

No, we do not handle taxes for you. But we're happy to refer you to some of our favorite tax preparers! 

Nope! My client's have the option to cancel their monthly bookkeeping at any time. 

Quickbooks, while I do have experience with other accounting software out there, quickbooks is the best!

No worries at all! If you’re unsure about what you need, that’s exactly why I’m here. My job is to help you identify your requirements and guide you through the process. We’ll work together to assess your situation, uncover your goals, and determine the best solutions for you —you’re in good hands!

Feel free to reach out to us anytime with your questions or concerns. We're here to help and can provide the answers and guidance you need to make informed decisions. Don’t hesitate to contact us—our team is ready to assist you!