Tag: CPA
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Does a Custom Bookkeeping Database Need Ongoing Maintenance? What CPAs Should Know Before Referring a Client
If you’re a CPA who’s referred a client to a custom bookkeeping database, or you’re about to, there’s a fair question sitting underneath the recommendation. Once it’s built, does someone have to keep maintaining it — and if so, who? Here’s a direct answer. Does a custom bookkeeping system need ongoing maintenance? No, not on…
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QuickBooks or LedgerDesk: Which One Fits This Founder?
If you’re a CPA evaluating a custom bookkeeping system vs QuickBooks for a founder, the answer isn’t obvious, and it’s not a knock on either one. QuickBooks and LedgerDesk serve different founders at different stages of business maturity. Recommending the wrong system wastes everyone’s time. Before you decide, though, understand what the security model differences…
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Is a Custom Database Secure for Financial Data? What CPAs Should Check Before Referring a Client
If you’re a CPA who’s been asked to vet a custom financial database before referring a client to it, the question isn’t whether it looks organized. It’s whether it’s actually safe to put client financial data in. That’s a fair question. Here’s a direct answer. What “custom financial database” actually means here LedgerLift Studio builds…