15 | Why Bookkeeping and Tax Are Often Better as Separate Services

In this episode, I'm going to be talking about something that I've seen a lot of recently,  that is people coming to me, who have had very poor experiences with their accountants. And we're going to talk a little bit about why that might be happening and why I think having separate professionals do your bookkeeping versus your tax returns and tax strategy is the optimal situation.

 

Show Links:

 

Show Takeaways: 

  • Listen in to learn why I believe having separate professionals for your bookkeeping, tax returns, and strategy is imperative 
  • Discover the relationship between a tax professional and a bookkeeper, including what they each do 

 

Notable Quotes:

5:46:06

“So even though a tax accountant and a bookkeeper are both like financial professionals, you're going to want to separate them into whichever that person specializes in and spends every single day in.”