Do I need a bookkeeper if I have a CPA? What’s the difference between the two?

The work of bookkeepers and CPAs often overlaps, as bookkeeping is part of the accounting process. Bookkeepers are responsible for the ongoing maintenance of their clients’ financial records, such as keeping the general ledger up-to-date, reconciling account statements, and generating internal financial reports. Whereas, while CPAs are qualified to do bookkeeping tasks, many prefer to focus solely on higher level accounting work, such as analyzing the company’s financial data, preparing income tax returns, and providing tax planning advice. For this reason, companies often have both a bookkeeper and a CPA.

What bookkeeping software do you use?

We have chosen to specialize in Quickbooks Online (QBO) due to its robust reporting capabilities. The customizable reports available with QBO give business owners an edge in making strategic financial decisions for their businesses. If you are currently using a different software, we can easily get you switched over to QBO.

Where are you located?

We are located in Southwestern Virginia and enjoy meeting our local clients in person whenever possible. As a virtual bookkeeping firm, we are also able to serve businesses throughout the US. We use various forms of electronic media to ensure clear and timely communication with all of our clients. Regardless of location, we place a high priority on delivering personalized service.