You are NOT an accountant and don't want to be!
Somebody has to do the finances - let it be someone who has
the skill, background and insight with numbers! Why
leave it to chance?
Your bookkeeper is great at paying the bills but not so
great at understanding financial reports. This leaves a
really large gap in many businesses. Somebody needs
the ability to make sense of the numbers.
Otherwise, you are on a journey without a map.
You continually have to wait on your CPA to prepare your
financial reports quarterly. If this describes your
business, you're missing out in a big way. In fact,
you're missing out 8 times as you should be getting your
financial reports on a MONTHLY basis. With today's
accounting software, there is no reason this can't be done.
You may be a victim and not even know it!
Unsupervised bookkeepers are running rampant in small
businesses today. Having no supervision or controls is
a prescription for disaster and possibly even theft!
Skeptical? Do a Google search on "bookkeeping theft news" -
you won't be skeptical for long.
You're running a business, not a hobby. Pulling
your information out of a shoebox for your accountant is
okay for a hobby, not a real business. With the right
systems in place, you can get the financial information when you
need it - not just on April 15th.
Your tax preparer is great at tax issues, but doesn't
understand job costs, profit margins and cash flow.
There isn't a rule that says you have to rely on
just your tax CPA for all of your accounting and business
financial needs. Cash flow and profit margins are the
lifeblood of your business. Working with a profit
specialist can provide this critical insight while your tax
CPA does what they do best.
You can't give your financial statements to your banker
on a napkin. If you want your business to grow, you'll
have to be ready for your banker at some time. Sorry
to say, they don't look kindly to hand-written statements or
even worse, incorrect statements that pop out of Peachtree
or QuickBooks.
Your "system" of monitoring overdue customers is
severely lacking. Every dollar you have in outstanding
customer receivables is a dollar that isn't working hard in
your business. It's critical to have a solid system of
collection policies and procedures in place.
You are trying to build an exit strategy. Buyers
will want to see multiple years of accurate, reliable financial statements
from owners who are thinking of selling. Getting statements in order isn't
something that happens overnight.
You may be sitting on tax time bombs. There is
nothing worse than seeing a letter from the IRS that says
you owe back taxes, penalties and interest.
Jeffrey L Jackson CPA LLC
515 Autumn Walk Canton, GA 30114 Voice: (678) 919-1250
Fax: (678) 919-1062
Regular Hours: Mon-Fri 9am-6pm
Tax Season Hours: Mon-Sat 9am-8pm
By Appointment Only
www.jjacksoncpa.com
Disclaimer: Information on this site is for information purposes only and should not be considered tax or financial advice. No CPA-Client relationship exists from your use of this site.