Aren’t a Bookkeeper and CPA basically the same thing?

Nope — and mixing them up could be costing you and your business.

Your Bookkeeper: The Daily Tracker

We:

• Categorize transactions & reconcile your bank accounts

• Track income + expenses

• Generate financial reports

• Help you understand your numbers in real time

• Help with preparing documents for tax season

• Manage your payroll

• Manage your accounts payable and receivables

Think of us as your financial translator and day-to-day financial organizer — keeping your books clean and making sure you know what’s really going on in your business.

Your CPA: The Big-Picture Strategist

A Certified Public Accountant usually steps in for:

• Tax planning + filing

• Financial audits

• High-level advisory

• Compliance and legal reporting

CPAs are experts in tax codes, government regulations, and strategic tax planning. They’re especially helpful at year-end and during major financial decisions (like selling, buying, or restructuring your business).

Why You Need Us Both

Your bookkeeper keeps the engine running.

Your CPA helps you steer the ship.

Together, we make sure:

• Your records are clean

• Your decisions are informed

• Your tax season isn’t a panic attack

• You’re growing with confidence — not confusion