Category: Building a Team

We’ve all done it. We’ve made promises to our banker, real estate agent, or boss. We’ve told them that the paperwork is ready and we’ll send it right away by email, fax, or carrier pigeon. But we don’t. There are lots of reasons that paperwork gets delayed or lost in the shuffle. It’s called life.…

YOU NEED A HERO! Imagine having one person who can handle both your day-to-day financial recordkeeping AND your tax needs? That’s essentially what you get with a bookkeeper who is also an Enrolled Agent (EA). It’s like a two-for-one superpower in the world of taxes and accounting! At the basic level, the bookkeeping side of…

WHAT IS AN ENROLLED AGENT? So you know how taxes are a total headache that none of us really want to deal with? Well, Enrolled Agents are like the tax ninjas who live and breathe that complicated tax code stuff. They’re the ones you call when you need some serious tax help and guidance. Enrolled…

HOW ARE ACCOUNTANTS ANY DIFFERENT? Alright, let’s talk about accountants – the financial wizards who take all those numbers and records from the bookkeepers and turn them into something truly magical (or at least super useful). While bookkeepers are all about recording the day-to-day transactions, accountants are the ones who analyze and interpret that financial…

DEFINITION OF A BOOKKEEPER A bookkeeper is basically the person who keeps track of all the money coming in and going out of a business. They’re like the financial record keepers, making sure every transaction is properly documented and organized. Their main job is to record all the day-to-day financial transactions that happen in the…