Since GPS was introduced to the world, our ideas about how to get around have changed considerably. We no longer need to plan road trips in advance with a paper map. All we do is tell the GPS where we want to go, and it offers several different routes to get us there.
We chose the best path for our goals. When driving in our busy Bay Area, our GPS gives us up-to-the-minute details about the driving conditions, too. For example, if you are expecting to take the Interstate 80, the GPS might alert you to a car accident, creating hours of backup. Then, alternate routes to avoid the mess are suggested.
The GPS can also be zoomed in to show the roadways themselves and what neighborhoods you’ll be going through. When zooming out, there’s a better perspective of the overall picture. At that point, a driver can tweak their path to make the trip a bit easier.
Think of your small business CPA as the GPS and your bookkeeper as the road. An expert bookkeeper, like a clean, well-maintained road, can give drivers a smoother ride. Bookkeeping is the daily management of a small business’s finances. If a bookkeeper doesn’t have an organized, consistent process for managing their AP/AR duties, the road gets a bit rockier. And when a business owner is ready to review the company’s financials, they may waste a lot of time going back and fixing discrepancies in the accounting statements first. It’s why having a professional bookkeeper can be more time-efficient when the moment arrives to review the financial health of your business.
A small business CPA is ready to ‘check in’ on your company’s financials
Most small business owners try to handle their financials themselves. They might hire a part-time bookkeeper to help, but expect to manage their financials, including their taxes, alone. It can be because they believe they have the background to do it, or it’s just ‘less expensive’ than working with a CPA. Many times, we are contacted by small business owners who have found themselves at a dead end with their growth. They are finally ready to stop handling everything alone and to invest in professional support that will get them moving again. And that is what we do! Our CPA team supports San Francisco businesses so they can keep moving forward to success. Part of the process includes regular ‘check-ins’ with the business’s financials. We can either work with an in-house bookkeeper or provide one of our own to prepare us for the next check-in. Our trained bookkeepers are quick, timely, and affordable. They practice record-keeping that is easy to navigate and maintain. The main platform is QuickBooks because so many businesses in the Bay Area already rely on it. And our bookkeepers manage the day-to-day work with yearly goals in mind, so they are ready to work with a CPA during tax season.
To prepare for the end-of-year taxes, our CPA visits as often as you need during the year. We visit for a quarterly review of the business finances to determine whether the business is aware of changes in the marketplace and to identify possible strategies to capitalize on new trends that can increase income. We review any federal and state updates for new tax strategies throughout the year. And of course, our CPA team is here to look at every ‘road’ a business travels, including employee obligations, invoices, profits, and losses. Because there may be in-house changes that could support upward mobility within the business. That’s when partnering with a top bookkeeper really helps us give our clients the best financial support in a shorter amount of time!
Yes, our small business CPA team provides year-round tax planning and advisory services. And we can also provide expert bookkeeping support to ensure it’s a smooth ride by analyzing which financial ‘roads’ to take for the most successful outcome.
