Do I Need an Accountant, a Bookkeeper, or Something Else?

Titles mean less than they used to. Today, a bookkeeper may provide business planning and an accountant may do basic bookkeeping. How can you navigate the current landscape?

Put the Services You Need First

Do you need help with budgeting and forecasting? Cash flow management? Tax filing? Work backward from there to find professionals who offer those services.

Specialists vs. Generalists

If you’re in a complex industry or one that changes frequently, a specialist can offer support a generalist can’t. Look for a pro who knows your type of business.

CPAs, EAs, and Other Designations

It can cost more to hire a specific type of professional. Understand those letters after an accountant’s name—and whether you actually need them.

Find the Accountant Your Business Needs