The Ambitious Bookkeeper Podcast

247 | Tax + Bookkeeping; Should You Do Both? With Nick Cobos

August 26, 2026·47 min
Episode Description from the Publisher

If you have ever had that passing thought of "should I add tax to my bookkeeping firm?" this is the episode you need to hear before you make a move. In this one, I'm sitting down with Nick Cobos of Saga Accounting Solutions. Nick has built a five-person firm that does both tax and bookkeeping. We get into the real pros and cons of running both under one roof, and I share why I went down this exact rabbit hole myself and decided against it. This is a practitioner-to-practitioner conversation f...

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