A bookkeeper is person who is responsible for the day-to-day financial transactions for a business. These activities include paying bills, invoicing customers, recording transactions, and generating reports. Other people rely on the information prepared by a bookkeeper, including; owners, CPAs, tax preparers, and lenders.

Like any profession, bookeepers may have a wide range of years of expereince, or additional competencies in related subjects such as payroll, taxes and administration. There are no formal eduction requirements for this position, but it does require competency in financial matters. Work experience and accounting software experience is generally preferred.

In the hierarchy of accounting, bookkeepers are the most cost-effective solution. Thereafter, the ascending ranking of experience and cost are; accountants, certified public accountants (CPA), and CPA attorney. Similarly, in the tax world, you have unenrolled agents, enrolled agents, and tax attorneys. Each professional will likely have specialized expereince within a certain field such as real estate, service-based business, product-based business, etc.

Our expereince is in bookkeeping and taxes for self-employed, residential real estate investment, and residential construction.

The value we bring is in preservation of an owner's time (and sanity).

Bookkeeping is important, but it is not the best use of an owner's time, because no one pays them to do it. Owners are typically happiest when they are doing work that pays them, and brings income into their business. We free you up from, so you can focus on running your business and making more money.

No, we are not CPAs. CPAs have tremendously valuable skills and can provide oversight regarding financial matters. We are detailed bookkeepers who provide services at an affordable rate when compared to a CPA firm.