Every business owner fulfills a variety of roles, playing customer service agent one day and maintenance technician the next. However, when it comes to your finances, some tasks should only be handled by a qualified professional. No matter how small your business might be, you’ll need a certified public accountant and possibly a bookkeeper to ensure your company is in good financial health. While these two professions fulfill similar roles, they manage different areas of a business’s finances.

What Bookkeepers Do

Bookkeepers watch your company’s short-term finances, keeping records of transactions and ensuring the bills are paid. They might enter your daily revenues into an accounting software and generate invoices for your clients. Once bills are approved for payment, they’ll also enter those figures into your system. Because the state does not license bookkeepers, there are no educational requirements or mandated tests.

When You Need a Certified Public Accountant

To receive their license, certified public accountants must pass an exam, and most states require applicants to have at least a bachelor’s degree. Unlike bookkeepers, a CPA takes a long-term view of your company’s finances, handling business taxes and periodic reports, as well as evaluating risks and opportunities. If you’re just starting a business, a certified public accountant will help you choose the best corporate form for your needs and get you off on the right foot.

Since 2001, Joe Heard, CPA has provided a wide range of crucial financial services to businesses throughout Checotah, OK. Whether you’re looking for an expert to help prepare your taxes or need long-term financial planning, rely on him for personalized service, affordable rates, and effective advice. He has more than 15 years of experience helping locals with their financial needs. To learn more about this respected certified public accountant, visit his website or call (918) 473-1492.