As creatures of habit, we tend to notice when something is out of the norm. This is especially true for bookkeepers who work on your accounts. Recently, we had a client who used the same taxi service in the Bay Area, and the charges always appeared as processed in Redwood, CA, on the credit card...

Your Financial Partners

To get the best possible advice and optimal tax strategy implementation, your CPA and your bookkeeper need to work together well. Maintaining a dialogue between these two is important to address strategies and any unusual events that might impact the financials. This is especially critical at year-end to address any items that might have a...

Tag: bookkeepers

Double-Checking for Red Flags

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