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Is It Time to Switch Bookkeepers or Accountants? Here’s How to Know

May 7, 2025 | Learn

Your bookkeeper or accountant should be a financial BFF—not a ghost who disappears when you need answers.

If you’ve ever caught yourself muttering things like:

  • “They never explain anything—I feel like I need a translator just to read my P&L.”
  • “They filed an extension without telling me. I turned everything in on time!”
  • “They clearly don’t get my business or my industry.”
  • “Hellooo? Are they allergic to replying to emails?”

Then it might be time to break up and level up.

What should you look for in a new bookkeeper or accountant?  Glad you asked.

The right partner should:

  • Break down your numbers in plain English, so you actually get what’s going on
  • Keep you looped in on deadlines so you’re never caught off guard
  • Know your industry inside and out, and help you find financial wins
  • Actually respond to your messages. Like, in this decade.

A great bookkeeper isn’t just doing data entry—they’re helping you stay organized, stress-free, and ready for whatever the IRS throws your way.

If you’re ready for a financial partner who gets you, we’re right here waiting with a calculator in one hand and coffee in the other. Let’s chat.

Book a discovery call

 

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