Understanding the roles of a bookkeeper and a CPA is crucial for business owners and it's super common to get it mixed up so let me make this easy for you!

A bookkeeper's role is day-to day financial tracking, categorizing transactions, reconciling accounts, and preparing financial reports.

A CPA's role is tax preparation, financial analysis, compliance, and strategy.

There will be times when the responsiblities of your bookkeeper and your CPA overlap. This is why it's so important to have an organized bookkeeping system so that your CPA has clean numbers to work from.

Listen all the way through the episode to hear my take on why you need both a bookkeeper and a CPA and what the most efficient and cost-saving work flow would look like!

 

Here are the ways we can connect:

SIGN UP FOR EMAILS:

https://erikamillard.myflodesk.com/podcast

 

Reach me: https://erikamillard.com/contact

Learn: www.erikamillard.com

Email: [email protected]

Instagram: @erika_millard

 

New Tool: Take Home Target

erikamillard.com/takehometarget

 

 

Mini Course- Get Comfy with Budgeting

https://erikamillard.com/budget

 

Get Comfy with QuickBooks

https://erikamillard.com/get-comfy-with-quickbooks

 

Don’t forget to download the free Monthly Bookkeeping Checklist:

https://erikamillard.com/bookkeeping-checklist 

 

 

Happy Bookkeeping!