Bookkeeping
Bookkeeper vs accountant
Bookkeeper vs accountant describes two roles: a bookkeeper records and organizes transactions, while an accountant analyzes the numbers, advises and often prepares tax filings.
A bookkeeper keeps the daily records. They enter transactions, categorize them and reconcile accounts. An accountant works with the finished records. They analyze results, plan for taxes, give advice and, if they are a CPA, can prepare and file returns.
Most small businesses need both. Accurate books make the accountant's work faster and often cheaper. Skipping the bookkeeper often leads to messy records at tax time. Ask your accountant what format and timing they want from the books. Credentials and services vary, so confirm what each professional offers.
Peachtree VA's bookkeepers work alongside your CPA rather than replace them. See our bookkeeping page and the glossary entry on bookkeeping. Knowing the line between the two roles helps you ask the right person the right question.
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