07/09/2026
One of the most common things I hear is:
"My accountant takes care of my bookkeeping."
While bookkeepers and accountants work closely together, they actually serve different roles.
As a bookkeeper, I keep your financial records accurate and up to date throughout the year by recording transactions, reconciling accounts, and helping ensure your books are organized.
Your accountant then uses those records for tax preparation, tax planning, and financial reporting.
Think of it this way: good bookkeeping gives your accountant the information they need to do their best work.
It also gives you reliable financial information all year long so you can make confident business decisions—not just at tax time.
