What a bookkeeper, accountant, and financial advisor really do?

When you’re running a business or managing personal finances, it’s common to hear the terms bookkeeper, accountant, and financial advisor. While they may seem similar, each plays a distinct and important role in your financial health.

A bookkeeper is the foundation of financial organization. They handle the day-to-day recording of financial transactions—sales, purchases, receipts, and payments. Bookkeepers ensure that your records are accurate, up to date, and ready for further analysis. Their work is essential for keeping track of cash flow, managing invoices, and preparing for tax season.

An accountant builds on what the bookkeeper does. They interpret and analyze the financial data to provide insights about the company’s performance. Accountants prepare financial statements, ensure compliance with tax laws, and often file taxes on your behalf. They can also help with budgeting, forecasting, and strategic financial planning.

A financial advisor, on the other hand, focuses on the big picture—your financial future. They help individuals and business owners plan long-term goals, such as investments, retirement, or expansion. Financial advisors analyze your current financial situation and recommend strategies to grow and protect your wealth.

In summary:

Bookkeepers record the numbers.
Accountants analyze the numbers.
Financial advisors plan with the numbers.

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