Part 1 of the “Bridging the Gap” Series

When you’re running a small business, it’s easy to assume that if you’ve got a bookkeeper and a CPA, your financial bases are covered.

But here’s the truth:
There’s a wide gap between what a bookkeeper records and what a CPA files—and that in-between space?
That’s where clarity lives… or chaos creeps in.

I work in that middle space. I ask the questions that others skip over—because how and why matter more than most people think.

What a Bookkeeper Does

A bookkeeper manages your day-to-day transaction tracking. This includes:

• Categorizing expenses
• Reconciling bank and credit card accounts
• Recording income
• Entering invoices and payments

They help keep things organized. But most bookkeepers follow what’s handed to them—they don’t typically:

• Question if an expense was categorized correctly
• Investigate why a vendor changed
• Spot patterns in your financial behavior

They enter data. But they don’t always analyze it.

What a CPA Does

Your CPA focuses on compliance and tax filing. Their job is to:

• Prepare and file your business tax return
• Advise on high-level tax strategy
• Ensure everything aligns with current IRS requirements

But here’s what most business owners don’t know:
CPAs aren’t combing through your books looking for miscategorized transactions.
They assume the information they receive is clean.

If something is off, undocumented, or missing context—it could slip through the cracks. You could lose out on deductions or pay more than you owe.

What’s Missing?

There’s a blind spot between bookkeeping and tax filing.
What’s missing is:

• A translator
• A strategist
• A financial investigator

Someone who:

• Spots patterns and red flags in your numbers
• Connects the dots between your business activity and your financial reports
• Asks the questions no one else is asking

That’s where I come in.
I live in the in-between—and that’s where the real insights happen.

Why the In-Between Matters

Without someone in this middle role, you risk:

• Miscommunication between your bookkeeper and CPA
• Missed or misclassified deductions
• Confusion about what your numbers actually mean
• Higher tax liability than necessary

With someone bridging the gap, you gain:

• Clarity
• Confidence
• Better decisions
• Strategic savings

Coming Soon: Part 2 — The Questions No One Else Is Asking (But I Do)