Tax Hack Your CPA Will Love

Here's a little secret from behind the accountant's desk. 

You know what makes us do a happy dance? (Yes, accountants can dance. Sort of. And there's a lady known as the dancing accountant, swear. Here name is Nancy. ) The happy dance is when a client walks in with organized, up-to-date books.

Why? Because it means we can focus on the good stuff - finding you more deductions, optimizing your tax strategy, and actually planning for your financial future.

Instead, we often spend hours just sorting through transactions, getting back access, confirming transactions... it's a nightmare. It's like trying to complete a jigsaw puzzle with half the pieces missing and the dog chewing on the rest.

So here's the best way.... Keep your books updated monthly. It's like flossing - a little effort regularly saves a lot of pain later.

Need some motivation? Imagine walking into your next tax appointment confident and stress-free, knowing everything's in order. Feels good, right?

Also, we have internal tasks every monday that say "Remember to work on the books this week" so that all our clients are as up to date as possible. 

And if you're thinking, "But, I don't have time for monthly bookkeeping," - well, that's a conversation we can have on zoom. If you'd like that headache and timesuck off your hands, let's talk and see if we can help you.