Bookkeeper vs. CPA: who does what?
We keep your books and run your payroll all year. Your CPA prepares your income tax returns and does any audits, and we hand them a tied-out year-end package to work from.
Short Zoom call · No books or reports needed
What we do
- Monthly books, closed and checked
- A report for each store or location, with an action plan
- Payroll, including payroll tax forms like quarterly reports, W-2s and 1099s
- A tied-out year-end package for your CPA
What your CPA does
- Prepares your income tax returns
- Tax planning and tax advice
- Audits, if you need one
We don't prepare income tax returns or do audits. Your CPA does that.
Why it works
Your CPA gets clean books and one package. Fewer questions. Fewer adjustments. Don't have a CPA? We can help you find one.
Start with a short call.
No books or reports needed. You leave knowing what's broken, a ballpark range, and a dated next step.