Thanks Bill and Ira for your thoughtful comments.I would agree that it has been working well to date, and the CPA really appreciates the organized package we deliver to him. The area where we would like some help, is in the collection and recording of the expense receipts. With her time always being the problem, she has gone from paying $15 an hour to an accountant who charges $50/hr. With the latter rate it costs her more then the CPA to complete the package.Any comments on improving the record keeping process would be helpful. The problem with a helper doing this task, is that the receipts must be placed in proper category, and be identified as entertainment, travel,and meals etc, so a good part of the work is this marking of the receipts. Even then it has been necessary to review all the recording done by the clerical help before final submittal to CPA. (This marking of the receipts becomes necessary since many are little thermal receipts that fade over time to point they can't be read. How would one answer to an audit with such receipts?) I agree with Bill that it probably isn't worth messing too much with a system that works for you and your accountant. Ira Maybe we are fighting a loosing battle, and the answer may be to simply look for a more reasonable clerical rate.Thanks again for your time, and any suggestion on getting better organized on the front end of the process would be helpful.Senior Citizen.
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