Understanding and Choosing the Right Bookkeeping Services for your Business with Serena Shoup

Ever felt lost in the maze of small business bookkeeping? Don't fret! We've got you covered as we sit down with Serena Shoup, a seasoned CPA and owner of a bookkeeping firm, to simplify the world of bookkeeping. Serena unravels the often-confusing role of a bookkeeper, helps you determine if your business needs one, and offers insights on the varying budget levels for bookkeeping services. If the thought of managing your own books feels like an uphill battle, stay tuned, as Serena shares a valuable lifeline - the benefits of a consult appointment with a bookkeeper.

As we venture further into the episode, we tackle a crucial decision every small business owner must face: choosing the right bookkeeper and accounting software. It's not just about picking any bookkeeper, but someone who truly understands your business and can be a perfect fit. We also compare two popular accounting software programs - QuickBooks and Zero, and even dish out tips on managing physical documents. Moving on, Serena clarifies the distinct roles of a bookkeeper, an accountant, and a tax preparer, advising you on how to pick the right one. And just when you thought it couldn't get better, Serena shares a nugget of wisdom on the absolute worst thing to do when receiving a letter from the IRS. This episode is brimming with expert insights and practical advice, so don't miss out!