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Frequently Asked Questions

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What’s the difference between an EA and a CPA?

EAs are recognized by the federal government, while CPAs are recognized on a state-by-state basis. EAs specialize in taxes, and CPAs generally focus on working in public accounting firms and have a broader spectrum of focus for larger businesses

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What are the benefits of tax planning?

The benefits of tax planning can be endless. Imagine how you would feel knowing ahead of time what to expect for tax liability at the end of the year. Now imagine working with someone to figure out how to lower or plan for that tax liability throughout the year, rather than being too late to do anything about it. Tax planning provides peace of mind and that is super valuable especially to private practice owners!

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How much time can a bookkeeper save you?

A bookkeeper can save you an average of at least 10 hours a month. You can use that time to spend doing your business specialty and growing your business or at home with your family, enjoying your life! What would you do with your extra time?

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Who do you work with?

I currently have several clients in the private practice industry, they include mental health therapy, behavioral health therapy, life coaches, dietitians, and in-home care. Each of these business owners are leaving an impact on individuals to help improve their lives and make the world a better place. While they each have their own personalities, they are all genuine, kind, and down to earth. 

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What are the benefits of having a Virtual CFO?

There are many benefits to having a virtual CFO, including saving you time and money. 

You will save time by not having to worry about doing any of the bookkeeping or accounting work and worrying about if you are doing it correctly. 

You will save money by ensuring you are taking advantage of all qualified tax deductions, not missing transactions, not having to pay for a full-time salaried employee to handle bookkeeping & accounting, which also means payroll taxes, payroll processing fees, paid benefits (retirement and health benefits, etc.). 

With that extra time and money you earn by having a virtual CFO, you can put that back into your company to help it grow. In addition, you will have a better understanding of your financial status with an expert at your fingertips to help you make smart business decisions and plan for taxes and the future of your business.

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What is a virtual CFO?

A virtual CFO provides advanced full-service bookkeeping services including 

  • accurately categorizing income and expenses,
  • Efficiently reconciling business accounts 
  • tracking how each service is doing in your business, 
  • tracking your accounts receivable (outgoing invoices) 
  • Tracking accounts payable (incoming bills), 
  • reviewing and analyzing your financial statements, 
  • analyzing your KPIs (key performance indicators), 
  • Helping with projections and budgets
  • Strategic tax planning 
  • And so much more!

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