Most business owners start here...


"Where'd all my money go??"

"How can I focus on generating more money for my business when I'm stuck in the office cutting checks and trying to reconcile my account??!"

"Who are my top 5 clients? Bottom 5? How can I get more/better sales from them or new customers?"

"What is my rate of return on that big marketing campaign I bought 6 months ago?"

If you're asking yourself these types of questions and you need help finding the answers, you're in the right spot!

For many, the task of hiring a bookkeeper or accountant can be intimidating. You may not know where to start.  What even is the difference between a bookkeeper, an accountant, and a CPA?


Data entry specialist that does the basics of accounting - entering invoices/bills, applying payments and deposits and reconciling bank accounts. These professionals usually charge by the hour which seems economical, but due to their limited expertise, often ends up costing the client when presented with challenging situations where efficiency is key. They may also (unknowingly, of course) cost your business by failing to provide adequate financial forecasting around expense budgeting or taxes.


Utilizes current technology to accomplish all of the above and then some. Accountants have in-depth knowledge and experience with multiple accounting software systems, payroll processing, double entry (debits/credits), troubleshooting and advanced analytical reconciliation and reporting techniques. Great accountants also serve as a liaison with your CPA, and take ownership of managing your tax planning throughout the year so you don't have to think about that, either!


Has the education and experience either at or above an accountant but usually specializes in tax preparation and filing. While many CPA's do advertise bookkeeping/accounting services in conjunction with taxes, it's usually not their preferred "bread and butter" and thus, the clients likely end up with subpar reports at premium rates.

"Ok, so I need an accountant. How do I know if I should outsource or hire someone to work directly for me?"

IN-sourcing: When hiring an employee, there are many substantial time and money investments required. You have to first locate a qualified candidate and then train them. You have to offer competitive wages and benefits. You have to provide adequate work space and maintain all of the technological tools needed to do the job. You then have to manage the employee's work schedule & track and invest in their ongoing performance and education.

OUT-sourcing: When you utilize the services of a consultant, you get specialized skills from a company that has built their business around helping others just like you - by managing a niche portion of your business on a schedule that is based on your needs. Oftentimes, you also gain operational efficiency and help developing processes that will be beneficial later on when you become large enough to need a full in-house accounting team.

In short, we can help you improve operations while also saving you money.


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