In my business, one important report that’s completed by someone else is the year-end tax return, prepared by my clients’ CPAs. My role is to provide clean, accurate books, but the CPA brings a different perspective. They look at the numbers through the lens of tax law and compliance, ensuring the client pays the right amount and takes advantage of available deductions.

That outside perspective benefits me because it validates the work I’ve done throughout the year and highlights any areas where the client’s accounting systems can be strengthened. It benefits my clients because they know both sides are covered—the bookkeeping is accurate and the tax return is compliant. By working together, we provide a more complete picture of financial health than either of us could alone.