How Bookkeepers and Accountants Can Work Together
Many bookkeepers ask the question of how they should work with their clients’ accountants. In this video I talk about how to work with CPAs on a quarterly and yearly basis. We talk about your first meeting with the accountant, what quarterly and end-of-year tasks you’ll want to share with them, and how to network appropriately with CPAs. This is a great way to get new clients in your bookkeeping business!
What items will your client’s accountant need for year-end tax prep?
QBO login
Profit and loss report
Bank statements
Any notes you have that could be helpful
What questions might your client’s accountant have for you as the bookkeeper? Many times they’ll ask you questions about things they don’t understand in the books I give them.
RESOURCES MENTIONED IN VIDEO
