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Whether you're just starting out or have been in business for some time, it's best to have both a bookkeeper and an accountant to help you manage and navigate your finances. There's a misconception that bookkeeping and accounting are the same things, but a bookkeeper and accountant have two different roles and responsibilities within your business.
Today we'll explain how bookkeepers and accountants work together to maximize your business.
While some responsibilities overlap between bookkeepers and accountants, many don't. Your bookkeeper can advise on your chart of accounts, current expenditures, and more while your accountant will have her eye on your business's financial condition and overall performance. With both, you'll have the additional support of two professionals working in tandem.
Bookkeepers, like our team at Capri, work with Accountants daily to ensure business operations are running smoothly and financial opportunities are maximized. The ongoing partnership between bookkeepers and accountants make business decisions, tax season, and unforeseen setbacks easier to handle.
Checks and Balances
When you work with BOTH a bookkeeper and an accountant, you have two sets of eyes on your business. You also benefit from a team of professionals handling your finances throughout the whole life-cycle of your profits and expenditures. That means better efficiency, problem-solving and more checks and balances for you.
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We know that every business is unique, so we build individual bookkeeping support solutions for our clients based on their own business needs and budget. Our goal is to help small business owners succeed holistically. To achieve lasting results, we know that building sustainable relationships and gaining a better understanding of their business is essential.
Here's a look at how we get to know our clients:
Whether a potential client has been referred to us or found us online, we always do initial research before the first meeting! Our team will do a deep dive online to get to know their business, including the industry, service areas, and operations.
#2 Initial Meeting: In-person (or Virtual)
The initial meeting is an important one! We believe that the key to the best professional relationships is mutual respect and understanding. We'll listen to our potential clients' business goals, mission and learn more about what's important to them.
#3 Get Informed
Access to current financial records is the first step after on-boarding with us. A Capri Bookkeeping Team will work inside a client's business to organize and analyze all the financial information.
#4 Partner with Your Finance and Business Team
Once we've accessed the information needed to get started, we'll partner with our clients' accountant and any other professionals handling their finances to streamline their business and maximize their finances.
#5 Weekly or Monthly Meetings
Cultivating a conversation and checking in with our clients is one of the best ways to keep them informed and move their business forward. We believe in taking a proactive approach, so we'll identify and make recommendations each time we meet.
Building a better working relationship that is based on mutual respect and understanding is vital to us! This not only allows us to understand your business better, but it lets us initiate and make proactive suggestions to maximize your business, so you're poised for growth. If you're interested in working with us, email our Founder and CEO, Ethan Capri at firstname.lastname@example.org.