A bookkeeper keeps your day-to-day records clean: categorizing transactions, reconciling accounts, and producing monthly financial reports you can run the business on.
A CPA typically focuses on tax strategy, filings, and higher-level advisory. Many owners need both — but not for the same jobs.
If your books are incomplete, a CPA can’t magic accurate returns from thin air. Clean books make tax season cheaper and less stressful.
John focuses on bookkeeping and clarity for owners, and is happy to work alongside your CPA or tax preparer so everyone has the same numbers.
Start with organized books. Then your CPA can do higher-value work instead of reconstructing history.