Does Loyalty Matter When You Could Be Saving Thousands?
Let’s talk honestly about loyalty and your CPA. Many business owners stick with the same tax professional year after year—sometimes out of habit, sometimes out of fear that change will be a hassle. But is that loyalty costing you money?
A Real Story: The $8,000 Surprise
One of our clients, a busy consultant, had relied on the same CPA for years. Each spring, she handed over her messy books and got her taxes done—no questions asked. But one year, her CPA handed her a bill for $8,000 in “bookkeeping cleanup” fees, just so they could prepare her return. She never got proactive advice or suggestions to save on taxes—just a bigger bill every year. When she switched to Giesler-Tran Bookkeeping, we cleaned up her records, set up monthly reconciliations, and worked with her year-round. The next tax season? No surprise fees, and she saved thousands in deductions her CPA never mentioned.
CPAs Don’t Manage Your Day-to-Day Books
Here’s the truth: Most CPAs aren’t involved in your monthly bookkeeping. They take your numbers—however messy—and plug them into tax forms. If your books are a mess, they’ll charge you a premium for a cleanup just to get the numbers they need to fill in the boxes.
When’s the Last Time Your CPA Called to Save You Money?
Be honest: Has your CPA ever called proactively to help you save on taxes, optimize your deductions, or streamline your finances? Or do you just get a bill and a tax return, with little insight into how you could do better next year?
What Real Bookkeeping Support Looks Like
- Ongoing Oversight: A great bookkeeper keeps your books clean all year—not just at tax time.
- Proactive Savings: We spot tax-saving opportunities and flag issues before they become expensive problems.
- Transparent Pricing: No surprise cleanup fees. We help you avoid messy books in the first place.
- Personalized Support: We’re available for questions, advice, and strategy—not just once a year.
Loyalty Should Be Earned, Not Assumed
Your business deserves a financial partner who’s invested in your success, not just someone who fills in the boxes. Loyalty is great—but only when it’s rewarded with real value, savings, and proactive support.
Q&A: Bookkeeping vs. CPA Loyalty
- Q: If I switch bookkeepers, will my CPA get upset?
A: Most CPAs are happy to work with a professional bookkeeper who delivers clean, organized records. It actually makes their job easier! - Q: Can a bookkeeper really save me more than my CPA?
A: Yes! Bookkeepers keep your finances organized year-round, spot tax-saving opportunities, and help you avoid costly mistakes your CPA may only see once a year. - Q: Why do CPAs charge so much for cleanup?
A: Because messy books take hours to fix—especially under a tight tax deadline. Routine bookkeeping prevents these expensive surprises. - Q: What’s the risk of sticking with the same CPA forever?
A: You may miss out on fresh insights, new strategies, and potential savings. Loyalty is valuable, but only if you’re getting proactive support and results. - Q: How do I know if it’s time for a change?
A: If you’re surprised by fees, never get proactive advice, or feel like just another number, it’s time to explore your options. Book a free consultation and see what you’ve been missing!
If your CPA isn’t helping you save thousands, it’s time to rethink where your loyalty lies. Book your free consultation with Giesler-Tran Bookkeeping and discover the difference real partnership makes!
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