How Can Bookkeeping Services in the USA Be the Catalyst for Your Venture’s Market Development?

To begin with, we must first keep a clear distinction between our roles and the responsibilities of a licensed accountant. As bookkeepers, our primary job will be to keep track of your expenses and income sources, reconcile your past transactional data, and prepare the documentation required either by your accountant or CPA. Sure, we can prepare comprehensive financial reports that your senior management can then look over, provide QuickBooks training to your staff, and migrate a significant percentage of your firm’s data from the offline medium to the cloud. However, as bookkeepers, our main priority will be to handle your firm’s financial recordkeeping tasks and maintain your books free of errors.

CPAs, on the other hand, must be available for a broader range of comprehensive financial services, the complexity of which will surpass the expertise of our employees. Your CPA will conduct wide-scale audits of your internal operations, perform an analysis of your firm’s financial services, utilize the data provided by our staff to develop the documentation necessary for tax returns, and dictate the general financial direction of your organization. Our professional team will provide the CPA with the documentation required for day-to-day tasks, such as P&L statements or expense reports. However, for complex tasks, the role of our bookkeeping services in the USA will primarily be to assist your senior employees, CPAs, and payroll managers.