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Our goal as an accounting firm has always been to help our business owners make more money and keep more of it.

We desire to give you the insight you need to run an awesome business, and we do this by providing both systems and insights so that your back office support (us) is a true extension of your business.

今天, this is really for our clients because we feel it is important to deliver financial insight to you in an accurate and timely basis, and there are many ways that you can help us do that efficiently.


It is hard to know what you don’t know that you should know, right?  

This is not meant to be a client beat up session; we can do that behind closed doors! 这是亚游集团官网app下载, 你的会计团队, wishes you knew so that we could provide you with the absolute best service possible.


既然现在是收税的季节,亚游集团官网app下载就从收税开始吧.

Our biggest challenge as an accounting firm is not the actual work. Our biggest challenge is getting your stuff IN the door at the right time, 使用正确的格式, 带着亚游集团官网app下载需要的一切.

This also means not getting the stuff we do not really need. 这可能令人困惑,对吧?  That is why the more organized you can be the easier it is for our accounting team to help.

We tend to ask for certain documents in a certain format (i.e. - PDF, Excel, Word等.)的原因. Sometimes, you might be in a rush and only read about half of what our email says. Then you send us half of what we asked for and the format may be only half of what we ideally need it to be.  

Our accounting team then must choose if they are going to try and decipher what you gave us versus what we asked for and then begin the chase for the missing items. This is not a fun process for you, of course, as you’re busy running your business. The chase is also super inefficient and not what you want to pay us to do. 

You would rather us be the tax experts we are instead of playing phone tag or email tag to get a needed document to produce your taxes.  就像我上面说的,有条理很重要.  

如果亚游集团官网app下载在邮件中要求四种不同的东西, try to send us a single email with each of the four items requested, 不是四封单独的邮件.  这是小事,但有助于亚游集团官网app下载更有效率.

If you need help gathering your documents,  we are here to help.  We can always jump on zoom or on a call and help you get the spreadsheet formatted or the login fixed.


Another critical part of getting your data is being able to get in a timely matter.

亚游集团官网app下载当然有最后期限, 所以当亚游集团官网app下载要求文件的时候, it is equally as important to get those by the due date requested. 你的东西寄得越早越好. 

但如果不能更快, it’s always a good idea to communicate to us when you can get items to us so we can adjust our work schedule. 一旦亚游集团官网app下载在某一天或某一时间提出要求, once that day or time has passed and we haven’t received it, 现在亚游集团官网app下载要把它重新列入亚游集团官网app下载的日程. 

We have a lot of overlapping deadlines with all of the different government agencies, 把手伸进你的口袋里.  This means we have to re-prioritize what we are going to do when, and with whom.

The day you drop off your documents is far from the day we will WORK on your documents.  这就是为什么亚游集团官网app下载要求他们这么早, the earlier we get them the sooner we schedule a time to work on them, 因为处理这些问题需要时间.  We have our own process from start to finish for quality control and this step takes time. 

This means we do not just jam the work into a couple of days, 亚游集团官网app下载有一个相互制衡的制度, 所以不会遗漏任何东西. We want to make sure the best set of eyes gets on your work at the correct time so that we are producing the work in an efficient and accurate manner.



The last and most important thing we wished you knew was to ask more questions.

当你不明白的时候,这很重要, 或者想要一个明确的数字, 或者有一个发展业务的想法, 问亚游集团官网app下载.

请记住,亚游集团官网app下载并不总是知道你不知道的事情. 这听起来很傻, but it is okay if you don’t understand credits and debits or why one item goes on your balance sheet and another one doesn’t. 所以你才雇了亚游集团官网app下载的团队.

What is important is being sure you understand how those numbers drive your profitability as a business. 问问题, 即使他们看起来很傻, 亚游集团官网app下载在哪里可以提供最大的洞察力, 它帮助亚游集团官网app下载更好地理解你的目标.

亚游集团官网app下载希望你能把你的书交给亚游集团官网app下载, 你可以相信亚游集团官网app下载能搞定他们, but you should always understand what we do for you and why we do what we do even if you do not need to know how we execute on it.

Review the financials we give you or the tax return we give you. 

Ask the questions you feel like you should know but do not. 


亚游集团官网app下载知道你不是会计, and it is our job to educate and provide insight into what we are providing you.  如果亚游集团官网app下载解释了,你还是不明白,那也没关系.  We probably did not actually put it into English but rather accountinease…A language that only nerds like us sometimes understand.

记住大目标, 这些数字是做决定的工具, 所以清楚是非常重要的.

On the tax return side, you REALLY need to know what you are signing.  你签字将会受到伪证罪的处罚(坐牢)!) that the return is accurate based on the best of your knowledge and I do not think plausible deniability is a good defense. 

总之, the top three things you can do so that we can serve you better is ask us questions, 以亚游集团官网app下载要求的格式发送信息给亚游集团官网app下载, 在亚游集团官网app下载要求的截止日期之前把你的信息发给亚游集团官网app下载. 如果出于某种原因, 你不能做那些事情, 勤奋与亚游集团官网app下载沟通, 所以亚游集团官网app下载可以调整亚游集团官网app下载的时间表,以适应您的工作.

You will be surprised at how doing these small things can make such a difference for your accountant.  Our number one goal is to do the best for you we possibly can every day.

如果你有问题, 亚游集团官网app下载, we would be happy to setup a 15-minute phone call with you to talk about your accounting needs.  Like we say, you do not know what you don’t know, so let us help you ask the right questions!

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