Accountant or Bookkeeper: Which Do You Need?

The labels overlap, but the work you need can usually be separated into regular record keeping, accounts and returns, and advice or judgement.

A bookkeeper may be the right starting point when…

You mainly need transactions recorded, accounts reconciled and records kept current. Ask what training, supervision and quality checks apply, and how their work connects with the person preparing accounts and tax returns.

An accountant may be the right starting point when…

You need accounts or tax returns prepared, help interpreting the figures, more complex tax work or support with business decisions. “Accountant” alone does not confirm a particular qualification, so verify any claimed status.

Often, you need both functions

Many practices combine bookkeeping and accountancy. The useful questions are: who does each task, what information moves between them, what checks occur and whether the full scope is included in the fee.

Describe the support you need