I had an interesting conversation the other day. I was talking to a friend who owns a consulting firm and I asked her what she looks for in a bookkeeper. Having just opened my own firm I was interesting in her opinion. Her answer surprised me. She said “I don’t really use one. I have my accountant do it.” This answer made me realize that most business owners don’t know the difference or why you would have both.

Ask most business owners what “clean books” mean, and they’ll usually answer:
“Being ready for taxes.”

And while that’s true, it’s only the tip of the iceberg.

Discover the #1 bookkeeping mistake small business owners make — and how to fix it. Learn how monthly reviews give clarity, confidence, and control.

It all begins with an idea.