While working with an accountant certainly brings a measure of relief, you should take some time to prepare prior to turning over your books. So, what does that look like?
Well, the onboarding process is usually the toughest part. It’s the information gathering phase. While you might have some of these items readily available to you, now‘s a good time to make sure you can put your hands on them quickly.Read More
Now that you know the players a little better from our last post here, let’s dive deeper into what each one does.Read More
There’s a misconception that good financial representation, along with client service, is out of reach, and I believe that’s based in part on the hierarchy of roles within the accounting industry.
It can be a mystery to figure out just who to call - bookkeeper, accountant, or certified public accountant (CPA) when the need arises. Let’s break down the hierarchy, so that you know the players and which ones you need on your team.Read More
You’ve decided that it’s time to hire someone to handle your business finances. I know it feels like such a load is coming off your shoulders, but I also know there’s some fear and hesitation around what you may find in the process. I want to share some tips that will help you hire a professional who removes fear and hesitation from the process for you.Read More