A bookkeeper focuses on the day-to-day transactions and can provide information to the business owner on trends in the financial data. The tax accountant typically sees the data on a quarterly or annual basis and their focus is reducing the client’s tax liability and filing their taxes.
As a Certified Bookkeeper with many years of experience working with small businesses, I work closely with my clients’ tax accountants to provide them with timely information so they can advise the client about potential tax issues. The client and the tax accountant depend on me to monitor the client’s day-to-day activity. The client benefits from cost savings by paying for the appropriate level of expertise. Bookkeepers love bookkeeping and tax accountants love taxes!