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...

Success Stories – Double Checking the Details

We are all creatures of habit. As bookkeepers, we know when something is out of the norm when we work on your account. We have a client that uses the same taxi service in the Bay Area. The charges always come up on the credit card statement as processed in Redwood, CA. However, last month,...

Tag: bookkeepers

Your Financial Partners

Success Stories – Double Checking the Details