This week we’re breaking down the differences between a tax accountant (or preparer), a bookkeeper, and a financial coach, and what you can expect each of them to do for you. Let it be known that there are several accountants, bookkeepers, and coaches that offer services that may fall in one of the other categories, and there are some who don’t do any of what I discuss. But, from the most general standpoint, this is what you can expect from each, and I hope it will help you make your next hiring or investment decision if you’re stuck on the financial ledge.
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Tess is the founder of Wander Wealthy and the lead Wealth and Mindset Coach for Online Coaches. She works one-on-one with her clients to help them find ease in their personal and business finances. She is also the host of The Wander Wealthy Podcast and excited to bring you new ideas, tips, and tactics through soloshows and exclusive interviews with other smart and savvy entrepreneurs.