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Frequently Asked Questions
The Answers You Need
How does your service work? And how do I get started?
The first step is to book a free, no obligation consultation so we can talk about your accounting needs, and how we can help. From there you can choose from a broad range of accounting services at competitive rates. Most commonly, small businesses hire us to work a few hours a week to keep their business finances up current and compliant. This kind of outsourcing is an cost effective alternative to hiring a full time bookkeeper or accountant.
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What are the differences between a bookkeeper, an accountant, and a CPA?
Bookkeepers, accountants, and certified public accountants (CPAs) all work with business finance and data. Bookkeepers record the company's transactions that include things like sales, payments, purchases, and expenditures. Accountants are able to provide data analysis of a company's performance, issue  financial reports, and make recommendations. In addition, a CPA is an accountant that is licensed by the state.
For how long should I keep my tax records?
The IRS says you should keep tax records for 3 years from the date you filed your original return or 2 years from the date you paid the tax (whichever is later).
