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!

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Happy Bookkeeping!