Posts tagged financials
What Do I Need to Work With an Accountant?

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.  

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Who’s the Best Accounting Professional for Me?

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.

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