384: What to Look for in an Accounting Firm with Tammy Little

Jan 15, 2026

Tammy Little, owner of FTC Group and Summit Accounting Partners, shares her expertise in virtual full-service accounting. She discusses the importance of seeking financial support sooner rather than later, addressing the common fears that hold business owners back. Tammy breaks down the roles of bookkeepers, accountants, controllers, and CFOs, clarifying what each business might need. She emphasizes the value of organized systems for tax preparation, alongside the peace of mind that comes from professional financial management.

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ADVICE

Match Role To Business Stage

Hire a bookkeeper for low transaction volumes and bookkeeping tasks like inputting transactions and billing.
Upgrade to a controller when you need management of AP, billing, and financial statement preparation.

ADVICE

Bring Your Mess — Don't Delay

Stop avoiding help because your books feel messy; accountants are trained to clean up financial messes.
Bring everything as-is and let a professional organize, reconcile, and restore order.

ANECDOTE

Clients Come Years Behind

Tammy describes clients who arrive years behind on bookkeeping and still run large businesses.
Her firm routinely cleans up multiyear backlogs while keeping day-to-day operations current.

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Most business owners wait way too long to get financial support, not because they don’t need it, but because they think their books are too messy, too far behind, or too embarrassing to hand over to a professional. In this episode, Tap the Potential’s Lead Strategist, Melissa Kay, talks with Tammy Little about precisely what you should look for in an accounting firm, and why you’re more ready for help than you think! We cover the difference between a bookkeeper, accountant, controller, and CFO (and who you actually need; the essential systems and processes to make your finances easier, more efficient, and more organized; why waiting until the end of the year to prepare for taxes is the fastest way to lose money and add stress; and how the proper accounting support creates clarity, confidence, and real profit. If you want to stop feeling behind, stop guessing, and finally get your financial house in order, this episode is your roadmap to a better future. Join us!

Tammy Little is the owner of FTC Group and Summit Accounting Partners, a full-service accounting firm for small, medium, and large businesses. All of their services are virtual, making their top-notch services accessible to companies nationwide.

Profit by Design is a Tap the Potential production.

Show Highlights:

Understand the terminology: CFO, accountant, bookkeeper, controller, etc. (“What do I really need?”)
Common reasons that business owners don’t have financial support
The process when Tammy’s firm comes in to help clean up the financial mess
You will feel safe and relieved when a qualified financial professional takes the reins!
Think you can’t afford an accountant? You can’t afford NOT to have one!
Tammy’s philosophy of systems and operations is to know each client and their business as a true partner
Considerations in looking for an accountant: your comfort level, their range of offerings/services, communication, and the level of trust you have with them
Signs that you need accounting help NOW!
Tammy’s one thing she gives to every client: peace of mind

Resources:

Connect with Tammy Little: Summit Website, My Ghost Crew Website, Facebook, and LinkedIn.

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