Books, not tax returns
We are bookkeepers, not a CPA firm. We do not file tax returns, advise on entity structure, or represent anyone before the tax authority - that work belongs to your CPA, and we want them to do it well. Our job is to keep the books clean all year so that when they sit down at tax time, the numbers are already right.
That distinction saves clients money twice over. A CPA charges less to review clean books than to untangle a year of missing categories and unreconciled accounts, so hiring us to do the monthly work actually reduces what you pay your CPA at year end.
We use cloud accounting software with bank feeds and receipt capture, but software alone does not categorize a business correctly - it takes someone who knows your business to catch what does not fit. At year end, your CPA gets clean books, a trial balance and the supporting documents, ready to work from on day one.
