Hiring a bookkeeping service is about more than just finding someone who can use a calculator and understand QuickBooks. You want a full-fledged team that has the professional background, training, and bookkeeping services near me experience to really benefit your business. As a business owner, you are overburdened with the core operations of your business such as marketing, production, and customer relationship management.

Since, as a business owner, you do not have the expertise to use online bookkeeping and accounting software, it is always wise to hire bookkeeping services for the same. The bookkeeping software offers a host of functions such as basic financial statements like balance sheet, profit and loss, and cash flow, bank reconciliation, etc. that makes bookkeeping and accounting easy. Bookkeeping services for small business can include recording day-to-day transactions in your business accounting software, reconciling end-of-month bank statements, and producing monthly financial statements.

Ask for a preparer tax identification number (PTIN)

Xero champions are firms whose team members have completed the most Xero training and who are growing fast. Find an accountant or bookkeeper who knows your niche, speaks your language, or is close by—whatever works best for you.

We’ve chosen 8 of the best Bookkeeping courses from the top training providers to help you find the perfect fit. If you run a small business, have a tricky tax year, are a new investor or just want to talk with a person face to face, working with a tax preparer or another tax professional may be worth it. If you already work with a financial advisor, you can also check to see if they offer tax planning or advisory services. Register for a NerdWallet account to gain access to a tax product powered by Column Tax for a flat rate of $50 in 2024, credit score tracking, personalized recommendations, timely alerts, and more. It helps the small business owner prepare financial records, keep track of cash flow and help prepare for the future.