Frequently Asked Questions
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Your CPA advises you on tax matters and helps you file your taxes. Your bookkeeper enters and classifies your transactions and provides up to date financial reports. We accurately reflect the state of your business, which is helpful to you for making business decisions, and helpful to your CPA at tax time.
In some cases, your CPA will act as your bookkeeper; while charging you double, or sometimes triple, what we charge. Organized books make the life of your CPA much easier, allowing them to focus on the tax aspects of your business and saves you money as a result.
Outsourcing your bookkeeping needs is a cost effective move. On-site bookkeepers require office space & furniture, a computer, employee taxes/benefits and administrative support. While on-site bookkeepers can cost around $40,000 a year, a virtual bookkeeper will cost you much less!
90% of bookkeeping information comes from "following the money". This can be obtained directly from your banks via secure bank downloads. Most banks offer accountant logins with restricted access and permissions. We also utilize Receipt-Bank and HubDoc to securely and easily obtain documents from our clients. All this is customized for our clients and determined in the RECOMMEND stage of our process.
To obtain a W-9 form simply follow this link: W-9 Form