Key Takeaways
A bookkeeper keeps your money records clean and current.
They are not the same as a tax accountant.
Hire one when you fall behind on your books every month.
What A Bookkeeper Does
Records income and expenses
Sends invoices and follows up on late payments
Pays bills on time
Matches bank and card records to your books
Prepares simple monthly reports
Tools They Often Use
QuickBooks, Xero, Wave, Excel, and Google Sheets.
Bookkeeper Vs. Accountant
A bookkeeper keeps daily records. An accountant gives advice, files taxes, and plans ahead. Most small businesses use both.
Signs It Is Time To Hire
You are behind on your books
You cannot answer, “How much cash do we have?”
You spend nights and weekends on receipts
Tax time is stressful every year
How To Start
Choose the system you will use, like QuickBooks.
Give view access first, then add more.
Set a weekly and monthly task list.
Have your accountant review the work.
See our bookkeeper role page and accounting help.
Ready To Hand Off The Books?
Tell us what you need. We will send a short list.
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