Frequently Asked Questions
Yes! Please book a virtual cup of coffee appointment.
A bookkeeper records money in and money out categorizing them into the correct general ledger accounts, reconcile against the bank statements and generates financial statements for management to review.
A tax preparer files the federal taxes and sometimes the state and local taxes.
An accountant is a generic term person who provides bookkeeping and/or tax prep.
NOTE: A certified public accountant is person who has passed a rigorous state exam certifying their knowledge in accounting. A CPA isn’t always a tax preparer and a tax preparer isn’t always a CPA.