Bookkeeping ≠ accounting. Here’s why

People ask me this all the time, so here’s the quick breakdown. 

Bookkeeping is the behind-the-scenes work that keeps your numbers organized. It’s not just tracking income and expenses, categorizing transactions, and reconciling accounts. It’s also about catching the small mistakes that can cause big problems later, like duplicated revenue or a misclassified transfer. 

Accounting takes that organized info and uses it for things like taxes, forecasting, and big-picture strategy. 

You need both, but not always from the same person. Bookkeeping is the foundation that makes good accounting possible. If your books are a mess, your accountant ends up doing damage control instead of helping you grow. 

Having your books done monthly makes everything easier. Taxes, planning, even sleep. Seriously, it’s worth it. 

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How I keep my clients organized, even when they swear they’re a hot mess