Be Confident In Your Client’s Financial Records
Do You Fear Your Client’s Accounting Data?
You pride yourself on strategic advisory and tax preparation services, yet you get hung up trying to make sense of unorganized and error prone client financial records.
As a CPA, you offer invaluable tax expertise. But disorganized client books force you into a frustrating bookkeeping role. Precious billable hours go to compiling messy transactions and chasing paper trails instead of high-level advisory.
This painful process wastes your expertise and frustrates clients.
At Your Books By Lisa, we deeply understand this pain point. With over 25 years as a bookkeeper and payroll specialist, Lisa intimately understands what CPAs need come tax time. Her experience across multiple platforms like QuickBooks, Xero and Sage means seamless integration with your tax prep process.
Having supported CPA firms directly, Lisa prepares books knowing exactly what you need come tax time. She handles full bookkeeping services so you can receive organized and accurate financials from clients.
Lisa will handle full bookkeeping duties, so you’ll receive tax-ready records. No more hastily compiling incomplete data or chasing down supporting documents. Just confidently focus on nuanced planning and minimizing clients’ tax liabilities.
This tax season, avoid frustration and operate at the top of your abilities. Partner with Your Books By Lisa for clean client books that set you up for success.
