A Three-Pronged Approach: The Power of a Client-CPA-Bookkeeping Team

Many people think that a CPA and a bookkeeper are one in the same, but they actually have very different roles.

While the CPA offers tax planning and advisory services, the bookkeeper crunches the day-to-day numbers, prepares forecasts and tax filings, and turns the clients’ data, or key performance indicators, into actionable results to drive business growth.

When you combine the CPA and bookkeeper – and add in the client – you get a powerful result that can unlock your untapped potential and turn it into a big success. Here are some of the best benefits that come out of this relationship.

The Trust Factor

Being able to trust others is so important when it comes to your sensitive data and your business. By nature, a CPA and a bookkeeper must be trustworthy. When you know you can trust both – and then bring them together knowing they have your best interests at heart – it’s a tremendous feeling.

The CPA and bookkeeper have different roles, but when working in tandem, they provide accountability that limits mistakes and saves time. They can check each other’s work, look for mistakes (no one is perfect!), collaborate and plan. For example, after the CPA determines your safe harbor tax payments, the bookkeeper makes sure that those payments happen consistently. From there, the bookkeeper can build the numbers and spot any red flags that stand out.

The Dream Team

Simply put, two forces are better than one. When you take the knowledge and expertise of a strong CPA and bookkeeper, and combine those forces, it’s a powerful thing. With your financials, there is a lot of crossover that both parties are already working on; getting them on the same page is key to your long-term growth.

Creating this open line of communication between your CPA and bookkeeper enables you to get the most value and best results for your business. In turn, the two can keep you apprised of all decisions and strategies, while giving you the peace of mind that they are coming up with great solutions and not taking up too much of your time.

Improved Turnaround Times and Less Stress

By bringing the bookkeeper and the CPA together, you create a shared workload and avoid bottlenecks, especially during tax season. In turn, you will be happier and more productive.

For your CPA, tax season is stressful enough when clients come to them with incomplete or inaccurate books – which is only natural! But, by involving a bookkeeper like Sound Business Services (SBS), the CPA’s stress will be alleviated knowing that the bookkeeper works with their clients ahead of time to get everything cleaned up and caught up before they handle your taxes.

Help Us Help You

At SBS, we recently started a campaign to partner with more CPAs to bring you the best of both worlds, and ultimately, be more productive and happier in business and in life.

We would love to start this discussion with you and your CPA to pursue this opportunity for growth. If you are ready to start, or have any questions, don’t hesitate to reach out today. We would love to hear from you and deliver you the powerful solution that this three-pronged approach brings.

Planning Out Your Big Game for 2019

It seems like Atlanta is always hosting premier sports events, and none was more popular than the recent “Big Game” between Los Angeles and New England.

Are you the best you can be? A lot goes into becoming a champion: preparation, dedication, hard work, perseverance and leadership. As a small business owner, you can certainly relate. From the day you started – and every day since – you laid everything on the line to build and “champion” your business, creating a better life for you, your family, and your clients or customers.

It’s important for you to plan out your own big game, deciding what you want to get out of this year and what goals you want to accomplish for your business.

Here are some ideas that we – at Sound Business Services (SBS) – feel will make a big difference for you in 2019 and beyond. And, of course, we can help you every step of the way.

Face Your Fears

When it comes to football or our businesses, we must face and overcome our fears to meet our goals and achieve success – even when the odds look insurmountable. After all, that’s what a great leader like New England quarterback Tom Brady has done his whole career, as our Falcons found out in painful fashion in 2017. What do you fear? What are you hesitant about?

There’s going to be a different answer for each person, but at SBS, we see some common questions of fear, doubt and concern from our customers and like-minded small business owners. Here are some that come to mind:

These questions are often on the minds of small business owners, and it’s perfectly understandable to have these fears and doubts. But, if you aren’t willing to face your fears, try new things, and invest in yourself and your business, you will be left behind. Remember, in today’s world, competition is all around us – and reachable at the drop of a hat.

At SBS, we strive to provide powerful solutions to all of your questions, helping you reach your untapped potential and take your business to the next level. Contact us today with any questions or to get started.

Understand and Capitalize on Cash Flow

As small business owners, cash flow is king, yet we often overlook it or simply don’t understand it. 

In order to grow and survive, you must know if you are truly making money; not just what the balance is in your bank account. This means looking into your data and knowing what it means, and then forming a proactive plan moving forward to turn that data into powerful results that drive business growth. Here’s an article that gives a breakdown of some of the ways SBS helps transform your cash flow.

Work on Your Business Instead of in Your Business

The day-to-day grind of a small business owner can be so stressful and task-oriented that we rarely find time to actually work on our businesses. But, if we can’t figure out a way to do so, we will never be able to really grow – and reach our goals and dreams.

Discovering the answers to facing your fears and the common questions above requires finding the time to work on your business, searching for the key solutions that will take your business to the next level.

Here’s a resource we believe will kick start your journey.


Make 2019 the Best Year Yet

With 2019 in full swing, you have a fresh start to decide what you hope to accomplish and achieve, now and into the future. Take some time to truly evaluate the current state of your business, your hopes and dreams, and how you want to lead your company and be seen by your peers and customers. Every action and decision you make will impact all of these areas, so it’s important to plan and act accordingly.

I know, at times, it may seem like 100 yards away. But, really, it’s just one play at a time and executing your game plan. So, let us know if you have any questions, or want to plan out your Big Game for 2019.