she has been doing my taxes for a few years now and we are very happy. Would it be okay if she also did my monthly bookkeeping? I just don't know if I should have one person do my annual tax person, and another person do my monthly bookkeeping?. Thank you
Great question! I am a small business owner and a bookkeeper for many years. What I can tell you is there are CPA firms that offer both higher level accounting such as tax return prep and filing as well as bookkeeping services. In short, it is super duper expensive to have such a service do both.
I also concur with those who point out having proper checks and balances. It is very important as bookkeeping and tax return preparation impact one another but are two different types of specialization to have them done separately.
This has worked best for my clients. I would love to talk more with you about how we have assisted clients in keeping their books in pristine condition. Contact me for a free consultation.
