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FINANCE

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Tax Preparation Services
FINANCESpring Hill, FL

Additional Information

Dougherty Investments is a fiduciary wealth management firm located in Spring Hill, Florida, providing independent financial advice with expertise in investments and tax consulting. The firm has served clients for more than 30 years.

CPAMBARegistered Investment Advisor RepresentativeCFP®Fiduciary

Specializes in

Portfolio InvestmentVolatility MinimizationTax Planning

Services

Wealth ManagementInvestment ManagementTax ConsultingFinancial Review

Established more than 30 years ago · Team of 5 · Serving Spring Hill, Tampa Bay Area, Timber Pines, Southern Hills, Glen Lakes

Additional information extracted from the firm's public website. Last updated: September 11, 2026

Contact Information

Phone: 3522386411

Website: DOUGHERTYINVESTMENTS.COM

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Frequently Asked Questions

How much does a bookkeeper cost in Spring Hill?

Freelance bookkeepers: $25–$50/hour. Professional bookkeeping firms: $40–$80/hour. Monthly packages for small businesses: $300–$800/month depending on transaction volume. Payroll add-on: $50–$150/month. Year-end prep: $500–$1,500 one-time. Always ask what's included.

What's the difference between a bookkeeper and an accountant?

Bookkeepers handle daily financial records: data entry, reconciliation, invoicing, payroll. Accountants provide higher-level services: tax strategy, financial statements, CRA audits, business advice. Most small businesses need a bookkeeper year-round and an accountant for tax season.

When should I hire a bookkeeper?

Hire a bookkeeper when: you're spending 5+ hours/month on books, you've missed a tax deadline, your records are behind, you're hiring employees (payroll), or your business revenue exceeds $50K. The cost of a bookkeeper is almost always less than the cost of mistakes.

Do bookkeepers need certification?

No certification is legally required, but look for CPB (Certified Professional Bookkeeper) from the Canadian Institute of Bookkeeping, or QuickBooks ProAdvisor / Xero Certified. These demonstrate training and competency. Always ask about their experience with businesses like yours.

Can a bookkeeper do my taxes?

Bookkeepers can prepare and file simple tax returns (T1, T2, HST/GST). For complex tax situations — corporate restructuring, tax planning, CRA audits, international tax — you need a CPA. Many bookkeepers partner with accountants and can coordinate your year-end seamlessly.