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Practice

Are Tax Pros the Best Bookkeepers?

Are Tax Pros the Best Bookkeepers?

Bookkeepers usually get on well with their clients’ CPAs and EAs. Bookkeepers create a good work rapport with their clients and as a group, they…
A Functional Checklist for Beginner Tax Advisors

A Functional Checklist for Beginner Tax Advisors

While advisory might seem like the big boys corner with regards to the accounting profession, many “supposed” financial advisors lack the skill to be proper…
Eliminating the Gaps between Your Roles as a Bookkeeper

Eliminating the Gaps between Your Roles as a Bookkeeper

For most independent bookkeepers, the clients are the business owners. The right way to do bookkeeping is all about perspective. What point of view do…

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