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As.  What are the differences? 
At this time of year small business owners always have the same confusion on the differences between bookkeepers, accountants and CPA's.  I am an accountant with a 4 year degree.  I also have over 30 years of experience at Senior levels with two large corporations,  
As such, the State of Arizona has no authority for licensing as they do with CPA's. I am unable to do the work of a CPA such as filing taxes or giving out advice at the level of CPA's.  However with that said, if you are a small business owner on a tight budget it just makes good sense to use an accountant to do the simple day to day accounting functions such as billing, payables, bank and credit card reconciliations.  As a degreed accountant I am able to do most of what is needed to keep a solid and accurate set of financials for most any business, but a CPA or Tax Preparer will always have final review rights on what is actually allowed on the tax filing. 
There are good and bad bookkeepers and accountants just as there are good and bad CPA's.   I have taken over some real messes caused by sloppy and shoddy work from all levels of this business. 
As a result I have nearly 95 percent retention of my clients over the years. The 5 percent that are no longer with me closed their doors for relocation, retirement or family issues.   
I work closely with CPA's on a regular basis all across the Valley for any of my clients that want me to handle that communication so they don't have to be bothered by it.  Accountants such as myself charge 1/3rd of what a CPA charges in most cases for simple date entry and accounting functions.  A CPA won't usually get detail into your accounting software using Quickbooks.  (At least the ones I have seen and dealt with, they usually hire accountants to do the Quickbooks part of the detailed work)  CPA's (again, the ones I have worked with) most likely put in higher level lump sum entries.  I offer my clients detailed work on a daily or weekly basis then I wrap it all up for month end for them all; again with their CPA or tax person having the final review.  
I am registered with the IRS as a separate business entity and I carry all the necessary E&O and Liability Insurance to protect my clients and any future clients against fraud.  I have seen first hand, the damage that an unethical accountant can do to a business and it makes our entire profession look bad.  
So.... if you are a small business owner ask for references, ask for current clients contact names and phone numbers and also ask for the names of any CPA's that the accounting services you are considering hiring.  
My references, names and numbers are all available to anyone that asks, no problem.  
Have a great business day all  
http://work.chron.com/differences-between-bookkeepers-vs-accountants-vs-cpas-4173.htmlcountants vs CPAs.  What are the differences? 
At this time of year small business owners always have the same confusion on the differences between bookkeepers, accountants and CPA's.  I am an accountant with a 4 year degree.  I also have over 30 years of experience at Senior levels with two large corporations,  
As such, the State of Arizona has no authority for licensing as they do with CPA's. I am unable to do the work of a CPA such as filing taxes or giving out advice at the level of CPA's.  However with that said, if you are a small business owner on a tight budget it just makes good sense to use an accountant to do the simple day to day accounting functions such as billing, payables, bank and credit card reconciliations.  As a degreed accountant I am able to do most of what is needed to keep a solid and accurate set of financials for most any business, but a CPA or Tax Preparer will always have final review rights on what is actually allowed on the tax filing. 
There are good and bad bookkeepers and accountants just as there are good and bad CPA's.   I have taken over some real messes caused by sloppy and shoddy work from all levels of this business. 
As a result I have nearly 95 percent retention of my clients over the years. The 5 percent that are no longer with me closed their doors for relocation, retirement or family issues.   
I work closely with CPA's on a regular basis all across the Valley for any of my clients that want me to handle that communication so they don't have to be bothered by it.  Accountants such as myself charge 1/3rd of what a CPA charges in most cases for simple date entry and accounting functions.  A CPA won't usually get detail into your accounting software using Quickbooks.  (At least the ones I have seen and dealt with, they usually hire accountants to do the Quickbooks part of the detailed work)  CPA's (again, the ones I have worked with) most likely put in higher level lump sum entries.  I offer my clients detailed work on a daily or weekly basis then I wrap it all up for month end for them all; again with their CPA or tax person having the final review.  
I am registered with the IRS as a separate business entity and I carry all the necessary E&O and Liability Insurance to protect my clients and any future clients against fraud.  I have seen first hand, the damage that an unethical accountant can do to a business and it makes our entire profession look bad.  
So.... if you are a small business owner ask for references, ask for current clients contact names and phone numbers and also ask for the names of any CPA's that the accounting services you are considering hiring.  
My references, names and numbers are all available to anyone that asks, no problem.  
Have a great business day all  
http://work.chron.com/differences-between-bookkeepers-vs-accountants-vs-cpas-4
602-576-7052
Sue@MobileAccountanAZ.com
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Very Happy with the quality 

"Working with Sue has been nothing but a pleasure; she is incredibly knowledgeable and makes it more than easy to ask questions when there is something I am not sure of or do not understand. I started my small business in later 2013 and feel I have been right on track since beginning to work with Sue. It is always a plus when someone offers to come to you and that is always timely with their work and in their day-to-day communication"

Aimee M - Owner Nubbinz Lovin LLC Doggie Treats 

Mesa AZ


Sue's great

Sue Ashe has been my accountant since 2010.  She is always on time and spot on with my numbers for month end. Unlike some accounting services that never communicate with the business ower, Sue makes weekly visits to my shop and is always available by phone if I have a question,  Paying someone to work remotely has saved my business quite a bit of money over having someone in my shop on a daily basis.  My CPA never has a problem with her figures when filing my tax returns

Robert S - Owner Evil Twin Custom Cycles 

Mesa AZ 


Very efficient and accurate, always on time with my reports and always available to communicate with me

Sue took care of my accounting and some HR duties for almost 2 years until I closed the business.  I ran an online merchant website and sold on Ebay.  The Paypal reporting is difficult to handle but Sue made it very easy to get into the accounting system and easy for me to understand at all times.  She worked at my offices two days a week for half days and the rest of the time she worked remotely from her offices in Mesa.  I never even missed having someone working in the offices since anything I needed from reviewing my financial reports to printing checks for me while I waited at the office for them,  She met my the deadlines, got me caught up with sales and payroll taxes that the business had fallen behind on due to the poor bookkeepers work prior to Sue and I meeting. MobileAccountantAZ goes above and beyond even if it meant an after business hours phone call with a special project.  If I still had my business open Sue would definitely still be doing my accounting. 

Kevin H - Owner Desert Deuce Inc 

Avondale AZ 


Help and an Asset

Sue has been incredibly great; excellent communication, quick response, attentive, professional, complete... a huge help/asset... I amthan kful to gain her service

Chris Cook - Owner Cook Performance

Scottsdale AZ


Great Asset and Investment for my Business

Email from Client:

If I have not said it, you have been one of the best investments I have made.  Because I never any looked at any of the reports, I just showed up for the meeting, (with the CPA for tax review) and I was not even worried, because I knew you had taken care of everything and anything that was in your power to make sure was correct.  So I truly do thank you.

 

Andrea D - Synergy Solutions

El Mirage AZ


Surpassed expectations

 

Susan surpassed our expectations. She quickly and honestly answers all questions and addressed our concerns. My situation consisted of needing to get caught up with 9 months of bookkeeping for our stucco business. She gave me an honest quote, is very detail oriented, professional and knowledgeable in her field. We were able to accomplish everything via email and with minimal phone calls. She values her clients and is meticulous with her work. I was greatly surprised and impressed to see that she was dedicated to working on my financials at all hours of night in order to help us meet our deadlines. I highly recommend Susan and will continue to utilize her valuable services for our company.

Posted on March 02, 2015

Phoenix


Recommended

 

She was quick to respond, had my 2014 books cleaned up in less then 3 days. A whole year of work and she did an excellent job. I am going to continue to use her for quarterly to keep my records up to date. Will recommend her to anyone. She went above and beyond.
 

 

 

Posted on February 19, 2015

Maricopa


Outstanding

Outstanding service, prompt, detail oriented, professional, complete! Highly recommended!!

Posted on November 12, 2014

Tempe


2.5 years 

Sue has been our bookkeeper since mid 2012.  Our books are Always ready for audits, reports, and tax reports filled acurately and on time. The bonus for us is she works behind the scenes via her virtual bookkeeping and no time is taken out of our busy daily functions. Thank you Sue.

 

Posted on November 14, 2014

Apache Junction


Since 2010

Going thru the maze of the Brokerage's accounting is difficult.  Going thru the maze of my personal entities and the Brokerage is a daunting task! Sue steps up everytime!  She keeps me up to date on my business and personal finances.

This being said, Sue has worked with several of my Clients very successfully.

We have not only been doing business for several years but have developed a close personal relationship.  What a pleasure to work with Sue.

Linda Gerchick, CCIM Designated Broker - 602-256-1415  www.justsoldit.com

Linda Gerchick, CCIM Designated Broker - 602-256-1415

Phoenix, AZ