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A bookkeeper handles you business’s day-to-day financial transactions - things like categorizing expenses, reconciling bank statements , and generating basic reports. An accountant focuses more on big-picture financial strategy, tax planning, and compliance. Most small businesses need both - but a bookkeeper helps keep things organized so your accountant’s job is easier.

QuickBooks is a great tool, but it still requires setup, regular maintenance, and knowledge of accounting principles to be effective. A bookkeeper ensures everything is entered correctly, reconciled regularly, and organized for taxes.

Ideally, your books should be updated weekly or monthly depending on your business’s activities. Staying on top of your numbers regularly helps you make smarter decisions, avoid cash flow surprises, and prepare for tax time without stress.

To file sales tax, you’ll first need to register for a sales tax permit with your state’s tax authority. From there, you’ll collect sales tax on taxable goods or services and file returns monthly, quarterly, or annually - depending on you state’s requirements. Most states let you file online. A bookkeeper can help track what’s owed, ensure you file on time, and avoid penalties for late payments or incorrect reporting.

Yes! While bookkeepers don’t file taxes, they prepare and organize the financial reports your CPA or tax preparer needs. Clean books = faster filing and fewer accountant fees. Many business owners actually save money by keeping their books in order year-round.