What is the difference between a bookkeeper and an accountant?

The terms “bookkeeper” and “accountant” are often interchanged as some responsibilities overlap. Literally, a bookkeeper maintains the books and retains documentation for transactions. An accountant may also perform these responsibilities and, in addition, focuses on the reporting, analysis and development of processes and procedures. With my background, I have both the ability and experience to offer both services, depending on your individual business needs.

How do services offered by PLD Accounting differ from a tax accounting firm?

As your bookkeeper, I work with you on the client side. I assist you in maintaining your day-to-day accounting activity, so you don't have to. I develop accounting processes and procedures, prepare your payroll, record transactions and balance your checkbook on a routine basis. I prepare documents and schedules needed to provide to your tax accountant for preparation of your tax return during tax season, so you don't have to. I will discuss your accounting records with your tax accountant, so you don't have to. Although I have completed tax returns in the past, my expertise is providing bookkeeping and accounting services. My years of experience and  background provides valuable insight; I know both how to manage your small business finances on your behalf, but also am aware of what your tax accountant is looking for and I am able to discuss it with them. Your tax accountant is an expert in tax preparation and can provide you clear guidance in tax law.

What does it mean to be a QuickBooks Online Certified Pro Advisor?

As a Certified Pro Advisor, I am an expert in QuickBooks Online installation, setup, reporting, and other daily functions of the software . I have access to a team of professionals at QuickBooks through the Pro Advisor program, who provide relevant and timely answers when needed. The Pro Advisor program also provides continuing education and monthly new feature updates available in QBO.

Does PLD Accounting offer a la carte services?

Yes. Knowing that each small business is unique and there is no 'one size fits all' package, my services are tailored to meet your individual needs. You have the opportunity to choose how little or how much I assist you with your bookkeeping needs.

Can I afford to hire PLD Accounting to manage my books?

I offer both an hourly rate or a competitive monthly retainer pricing structure, tailored to accommodate your individual needs. Outsourcing your bookkeeping activities will save you time and frustration. I focus on your bookkeeping and back office transactions, allowing you to focus on making informed business decisions and moving your business forward. You focus on making money, rather than accounting for it.