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The most simple question you need to ask yourself - does your accountant do the daily bookkeeping for you by recording every transaction throughout the year and send you monthly statements for clarity? If the answer is yes, then you don't need a separate bookkeeper. If you don't, then you need a bookkeeper.

YES! Absolutely you can do your own bookkeeping. It allows you to analyze every transaction that comes in to your business and goes out of your business. But do you want to do your own bookkeeping? Do you have the knowledge of accounting principles? Do you know how to use QuickBooks? If the answer is no to any of the questions, it might be time to look into outsourcing your bookkeeping.

Even though we love a good property management system to get you through the day to day activities, you may still want to invest in an accounting software, like QuickBooks. Usually, a property management software does not support a balance sheet, which is the number 1 report you need to send your tax preparer at the end of the year.

This is a valid concern and our firm only work with view-only bank access. This means that our team can only download bank statements from your bank and not make payments to ourselves or anybody else. If you choose to hire us for Bill Pay services, then we would create an approval process with you. We are here to monitor your finances and making sure your business is not being taken advantage of.