These three images bring into focus the distinct roles and importance of the Bookkeeper, CPA, and Tax Professional.
As a business owner, your primary point of contact will typically be your bookkeeper, who handles the day-to-day financial operations. The CPA or Tax Professional then builds upon the bookkeeper’s work to ensure accuracy, compliance, and sound financial reporting.
Because everything starts with the books, it is vital to work with a qualified bookkeeper who has the credentials and expertise to do the job right.



