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Bookeeper's Role

Bookkeepers are in charge of entering data into books and maintaining accurate records. Bookkeeping is a transactional job. It includes keeping track of all income and spending, as well as paying bills, issuing invoices, and keeping track of payroll, among other things.

 

Data entry and coding are at the heart of bookkeeping, ensuring that the accounting system, spreadsheets, and databases are filled with accurate data and tagged to the appropriate accounts so that bills can be paid and reports can be generated.

Accountant's Role

Accountants are the people on the front lines when it comes to data and numbers. They're in charge of keeping track of a company's finances and ensuring correct reconciliation. Their purpose is to create plans that support each account's final numbers.

An accountant’s objective is to manage accounts, reconcile bills, and handle month and year-end closures to ensure that financial statements are accurate, meaningful, and timely.

Controller's Role

The controller is ultimately responsible for recording, reconciling, and delivering financial statements and balance sheets to the proper stakeholders. They supervise the accountants and bookkeepers and manage the company's cash flow, keeping track of how and where money is coming in and going out.

The controller is responsible for ensuring that the company’s accounting systems and processes adhere to accounting standards, as well as assisting with risk and cash management.

CPA's Role

Certified Public Accountants (CPAs) play a critical role in accounting and business services and systems. During the review of a company's prior performance, they serve as advisors and analysts. Individuals and organizations seeking to attain ambitious financial goals may benefit from their services.

They’re in charge of analyzing the data that the bookkeeper has accumulated over time. CPAs are able to provide financial advice since they have a thorough understanding of your taxation and financial reporting needs.

Industries experience

We strongly believe that accounting and financial reporting is important to small businesses.

Accounting and financial reporting are vital in maintaining correct financial records. For successful business management, having timely, accurate, and relevant financial information is essential.

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