Questions

she has been doing my taxes for a few years now and we are very happy. Would it be okay if she also did my monthly bookkeeping? I just don't know if I should have one person do my annual tax person, and another person do my monthly bookkeeping?. Thank you

Chris' answer is most thorough. In my 30 years of running businesses, I've always separated the two functions.

The [paranoid?] concern I have with this question is that, without oversight, it's easy for bookkeepers to embezzle. Just make sure you have mechanisms in place to deal with that.


Answered 9 years ago

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