A bookkeeper records your daily transactions, reconciles your accounts and keeps your books current. A CPA is a state-licensed professional who has passed the four-part Uniform CPA Exam and can plan your taxes, review your financials and represent you before the IRS....
Most small businesses need a professional bookkeeper once they add payroll, collect sales tax, or spend more than 5 hours a month on their books. Another clear sign is falling more than 30 days behind on reconciling your bank accounts. A bookkeeper keeps your records...
Switching your bookkeeping to a professional team takes three steps. First comes an honest, no-judgment review of your current books. Next is a handoff where the accounting team does the cleanup and setup. Last, you get a short list of approvals. The best time to...
Episode Transcript Julie Smith: 00:00:00 So good. And one more question. Oh wait, I was wool gathering. What were you Glenn Harper: 00:00:02 going to say? One more question that I have for you is, and it’s Julie Smith: 00:00:06 the pain point, right?...
Proactive bookkeeping means closing your books every month, not once a year. Reconcile your accounts, categorize your transactions, and review your financial statements with your CPA within 15 to 20 days after each month ends. Businesses that wait until March, just...
Episode Transcript Julie Smith: 00:00:00 So Glenn, what is the function of a bookkeeper? Oh, Glenn Harper: 00:00:04 that’s a great question. It can vary depending on— Do they wear a pocket Julie Smith: 00:00:08 protector? I’m just...
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