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This is a question every business owner should decide for themselves. It is my recommendation that you have someone (you? me? someone else?) managing your bookkeeping and then a completely separate person file the taxes.
Right now QuickBooks Desktop (Pro/Premier/Enterprise), QuickBooks Online (Simple Start, Essentials, Plus), and QuickBooks for Mac. We are adding additional accounting software in the meanwhile, if you need a referral for an expert for another software, please let us know.

No, but I’ll gladly send you a few referrals for tax preparers, all you need to do is ask.

Yes! My blog and YouTube Channel are both available for you at any time.

A bookkeeper records money in and money out, categorizing them into the correct general ledger accounts, reconciles 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 for a person who provides bookkeeping and/or tax prep.

NOTE: A certified public accountant is a 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.

All training is provided by Rachel Barnett. Rachel Barnett has been a QuickBooks user since 1995. She’s been a QuickBooks ProAdvisor since 2012, and has been named an Insightful Accountant Top 100 ProAdvisor every year since 2020.

I’ve been a QuickBooks user since 1995 and working with a large variety of small businesses on a full-time basis for the last 10 years, there are very few accounting situations I haven’t seen but we should meet for a virtual chat to talk about your specific situation to be certain I’m the right fit.

Review Your QuickBooks

Are you a small business owner struggling to make sense of your QuickBooks data?

  • Discover how to spot costly mistakes in your bookkeeping and fix them quickly and easily.

  • Save time and money by streamlining your bookkeeping process and reducing errors.

  • Learn how to identify trends in your financial data so you can make smarter business decisions.

  • Get organized and stay on top of your finances by tracking expenses, managing receipts, and closing your books effectively.

Sign up now for this free mini-course and start mastering the essential bookkeeping skills that every small business owner needs to succeed!

FREE Mini Course

Sign up now and enjoy the peace of mind that comes with knowing your bookkeeping is accurate, up-to-date, and free from costly errors.

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