No More Disagreements: How Integrated Accounting Services Transform Business Finances

Over the last six years, I've listened to a laundry list of concerns from business owners about the fragmented state of their accounting services. From CPAs who only talk to their clients once a year to bookkeepers who fail to send monthly reports, these issues create a disconnect that can lead to financial stress and missed opportunities for growth.

One of the most common frustrations I hear is about the lack of communication and alignment among different financial professionals. Business owners often find themselves caught in the middle of disagreements between their CPA and bookkeeper, with a CFO trying to explain things in a way that makes sense. This disjointed approach can lead to significant misunderstandings, errors, and inefficiencies.

The Traditional Approach: A Recipe for Frustration

Here are some of the most frequent complaints I’ve encountered:

1. CPAs Only Talk to Clients Once a Year: Many business owners feel neglected when their CPA only checks in annually, usually at tax time. This reactive approach leaves little room for proactive tax planning and financial strategy.
2. CPAs Filing Extensions Without Informing Clients: It's not uncommon for business owners to find out after the fact that their CPA filed a tax extension without their knowledge, leading to confusion and frustration.
3. Bookkeepers Not Sending Monthly Reports: Without regular financial updates, business owners are left in the dark about their company's financial health. This lack of transparency makes it challenging to make informed decisions.
4. Miscommunication Between Financial Professionals: When CPAs, bookkeepers, and CFOs are not on the same page, it can lead to conflicting advice and strategies, leaving business owners unsure of whom to trust.

A New Approach: Integrated Accounting Services

At Business Owners Advocate LLC, we believe there is a better way. Our integrated accounting services bridge the gap between CPAs, bookkeepers, and CFOs, providing a seamless, all-in-one solution that fosters collaboration and alignment.

Here’s how our approach transforms business finances:

• Monthly Record-Keeping: We keep your financial records up-to-date and accurate, ensuring you always have a clear picture of your business's financial health.
• Monthly Bookkeeping Reports: Detailed reports are provided every month, giving you the insights needed to make informed decisions.
• Quarterly Bookkeeper Meetings: Regular in-depth reviews with your bookkeeper ensure that your financial records are accurate and up-to-date.
• Bi-Annual Tax Planning: We plan your taxes with a professional twice a year to help you stay ahead and avoid unexpected tax bills.
• Timely Tax Preparation and Filing: We ensure your tax returns are prepared and filed on time, giving you peace of mind.
• Monthly Fractional CFO Meetings: Gain strategic financial insights and guidance from your dedicated Fractional CFO, helping you make strategic decisions to grow your business.
• Monthly Accountability: Regular progress meetings help you set and track your goals, ensuring you stay on course to achieve your business aspirations.

The Benefits of an Integrated Approach

By offering a comprehensive, integrated service, we eliminate the common frustrations business owners face with traditional accounting services. No more miscommunication between your CPA and bookkeeper, no more surprise tax extensions, and no more being left in the dark about your financial health.

Our approach ensures that all your financial professionals are aligned, working together towards your business’s success. This holistic support not only provides clarity and confidence but also empowers you to focus on what you do best – growing your business.

Ready to Transform Your Financial Future?

If you're tired of the traditional, fragmented approach to accounting and want a seamless, integrated solution, let's talk. At Business Owners Advocate LLC, we are committed to providing the comprehensive support you need to achieve financial clarity and success.

Contact us today to start your journey towards a more empowered financial future.

Wishing you all the best,

Becca Heissel,

www.businessownersadvocate.com