Monthly Blog

A little under half of businesses have never worked with an accountant and have no plans to! On the other hand, in the same study, those who have worked with an accountant, just under 75% of them are very satisfied with their accountant. If a large majority of businesses are happy with their accountant, why are there so many businesses without them? As an accountant, it’s crucial to figure out what these businesses need & help show them why your work is beneficial to them. So

The end of the year can be a stressful time for everyone; between the holidays, New Years’, and the dreaded tax season that looms over for April. As an accounting firm, we have our procedures in place for year end, but that could mean more ‘work’ from clients to obtain everything we need. Instead of all the back and forth, here are some ways to ensure your business is all set for your accountant and CPA at year end and why it’s important! Gathering Documents for Year End

When it comes to the world of accounting, some of the most common reports include the profit and loss report and the balance sheet. Whether you are working with someone or trying to figure out your finances on your own, knowing all about these reports can be beneficial to improving your finances. What is a P/L and Balance Sheet Report? A profit and loss (P/L) report can capture how much money you’re making (or losing) within a certain time period. (A month, quarterly, a year,

In last month’s blog, we covered the benefits of having an accountant and what the difference is between CPAs, accountants, and bookkeepers. Now the question is “Where do I even start when looking for the right accountant?” Everything in the accounting realm can be confusing at first or it may simply take up too much of your time. Gaining an understanding of basic terms in accounting may help you feel more secure in your business and even help you find the right accountant. F

Accountants, CPAs, and bookkeepers- We’re sure that you hear these words all the time. In the world of accounting, these titles are often bounced around and sometimes interchangeably. Even though they all do many of the same tasks, they are different and it’s important to know their differences. Accountants, CPAs, and Bookkeepers - What’s the difference? Let’s start with bookkeepers. Bookkeepers are usually the basis for accounting in business. There is no formal training req

As January approaches, end of the year financials are rolling out and tax season is closer than ever. This is the time of year accountants and CPAs are talked about again and again. CPAs can be very rumernative to your business and help with long-term success. What is a CPA? A CPA is Certified Public Accountant. All CPAs are accountants but not all accountants are CPAs. This is because becoming a CPA requires a license. (This license is achieved with a bachelor’s degree with