Bookkeeper or CPA?
Which is the best option for your business?
When it comes to managing your company's finances, choosing between a Bookkeeper and a CPA can make a significant difference in your business's efficiency and tax compliance. Both play key roles in accounting, but which one is the best option for you? Here we explain their differences and when you should hire each one.
What is a Bookkeeper and what do they do?
A Bookkeeper handles daily accounting tasks, ensuring your business's financial records are organized and up-to-date. Their main functions include:
Recording financial transactions.
Bank reconciliations.
Managing accounts payable and receivable.
Generating basic financial reports.
Assisting in tax preparation.
Organizing invoices and pending payments.
Monitoring cash flow to ensure financial stability.
Creating and maintaining business budgets.
Tracking financial performance over time.
If you need constant control of your payroll records and to ensure everything is in order, a Bookkeeper is an ideal option. Their work facilitates future tax filings, optimizes audit preparation, and allows business owners to make informed decisions based on updated data.
What is a CPA and when do you need one?
A CPA (Certified Public Accountant) is a certified accounting professional who offers advanced tax planning and regulatory compliance services. Their main functions include:
Tax filings and regulatory compliance.
Tax strategies to minimize tax burden.
Audits and financial advisory.
Representation before the IRS in tax audits.
Long-term financial and tax planning.
Detailed analysis of financial reports and strategic recommendations.
Optimization of tax deductions and credits.
Evaluation of the tax impact of future business decisions.
Creation of business succession plans and wealth strategies.
Bilingual CPAs are essential if you need assistance with international taxes, as they can help you comply with tax regulations in both the U.S. and other countries. They are also key for IRS representation and defense in case of tax disputes.
Why choose Jambrina CPA? The best of both worlds
Instead of hiring a Bookkeeper and a CPA separately, at Jambrina CPA we offer a comprehensive solution that combines the best of both services. Our team not only keeps your accounting up-to-date but also provides strategic tax advice, financial planning, and IRS representation when you need it.
Here are some reasons why businesses like yours trust us:
Time and money savings: By having everything in one place, we eliminate accounting errors and work duplications. Our accurate accounting avoids tax penalties and allows you to focus on growing your business.
Greater financial efficiency: As Bookkeepers, we organize and update your accounting records. As CPAs, we use that information to develop effective tax strategies.
Specialized and personalized advice: Whether you manage payroll, international taxes, foreign investments, or are looking to expand, you will have a bilingual CPA who understands your specific needs and advises you every step of the way.
Better decision-making: We provide reliable financial reports and tax analyses that allow you to make informed and strategic decisions.
Total compliance: We ensure your business complies with all tax regulations in the U.S. and internationally, reducing risks and increasing your peace of mind.
Get expert accounting and tax planning advice!
At Jambrina CPA, we help you make the best decision for your business. We have a team of experts in accounting, tax planning, international taxes, and payroll, ready to offer you solutions tailored to your needs.
Need Help? Contact Us!
Anticipate, optimize, and protect your financial future with the advice of Jambrina CPA.
Schedule a consultation with our specialists today. Let us help you strengthen your business's financial stability and make the most of available tax benefits.
📩 Contact us now and take your company's accounting to the next level with Jambrina CPA.