Making the Right Financial Hire

Contrary to what you may currently believe orTherefore, the quality and expanse of a CPA's
may have heard, the words "bookkeeper," "taxknowledge should be significantly greater than an
preparer," "accountant," and "CPA" are notaccountant. In most cases, CPAs who are
synonymous. There really is a difference betweenemployees of a company work in a supervisory
the duty and expertise level required for each job.capacity with bookkeepers and accountants being
Therefore, it's important that any business lookingtheir direct reports. Whether working as an
to hire the right financial help be clear on the workemployee or a contractor, CPAs also may audit
they need done; it's the best way to attract theaccounting work and act as a consultant.
right job candidates. So, with that said, let's clarifyTax Preparer - Just like the title indicates, tax
the differences between bookkeepers, taxpreparers do just that; they prepare taxes.
preparers, accountants, and CPAs:"Preparation" simply means that the person has
Bookkeeper - This is a person responsible forbeen educated in how to put the appropriate tax
recording business transactions. In smallforms together for various tax scenarios. While
companies, one person may complete this task.this is a true skill, the expertise of the tax
However, larger companies may have more thanpreparer often ends with preparation; in most
one person handling these duties. For instance,cases, unless the tax preparer is otherwise
there may be a separate bookkeeper for payroll,certified or educated in the specialty, they are not
accounts receivable, accounts payable, etc. Thefamiliar with the bookkeeping and accounting
bookkeeper completes his / her tasks based on aactions related to taxes and therefore, not
previously set-up bookkeeping system.well-versed enough to provide sound tax,
Accountant - Though any able accountant shouldaccounting, or bookkeeping advice.
be highly skilled at bookkeeping, the primary roleDo you now have a better understanding of the
of an accountant is not to record transactions.difference between the job titles? Hopefully so
Instead, accountants are often responsible forbecause when you're attempting to hire an
creating the bookkeeping system on which theemployee to handle your business' finances, it's
company operates; that system should be basedimportant to ask for what you want. For instance,
on what's most feasible and advantageous for theit would not be a good idea to hire a
company. Accountants are also responsible for"bookkeeper" if what you really need is someone
supervising the work that is completed byto manage the company's monthly, quarterly, and
bookkeepers and are charged with generating andannual tax responsibilities. Hire an accountant. If
interpreting financial statements. NOTE: The tasksyou have bookkeeping and accounting staff but
just described are common for most publicwant someone to double-check your company's
financial accountants. However, in addition tofinancial work, hire a CPA.
financial accountants, there are multiple specialtiesTo insure that you hire the right financial help
within the accounting field. Therefore, if yourevery time, be mindful about the professional title
company operates in a specialized industry, ayou use anytime you write a job posting or
specialized accountant may be in order.contact a staffing firm. That will set the tone for
Certified Public Accountant (CPA) - As the namewho is initially attracted or recommended for your
implies, a CPA is an accountant. However, a CPAcompany. However, along with the job title, pay
has expertise beyond a non-certified publicspecial attention to the tasks listed in your job
accountant. To earn the prestigious CPA title, andescription / hire request. That will ultimately
accountant must pass multiple rigorous examsdictate the response you receive and whether
from the American Institute of Certified Publicyou'll have the candidate pool you desire for the
Accountants and possibly obtain certification /job you need done.
licensure from the state in which they operate.