Accountant vs Bookkeeper - A Bookkeeper's Tale

Melissa hired a CPA and thought her financials were covered. She was running a busy e-commerce skincare brand, doing close to $500K in annual sales. Her accountant handled her taxes, sent her a neat little P&L at the end of the year, and filed everything on time. Perfect, right?

But when I asked her what was the most profitable product she offered in his business so far this year, Melissa paused.

“I think it's the anti-aging cream but I'm not sure. We sell so many products, I never really looked at how each one was doing. Do you think my accountant would be able to tell me?"

And here is where the problem lies. She thought her accountant would know the answer.

But accountants focus on year-end reports and taxes. They don’t monitor your daily numbers, your product-level profitability, or your monthly trends. That’s your bookkeeper’s role.

Melissa hired us for Done For You Bookkeeping, joined Path to Profit, and within a month, was able to see her revenue by product (in QuickBooks) and view her cost tracking. We uncovered two "bestsellers" that had razor-thin margins, which she then raised the price on!

Now she makes decisions from real data, not guesses. Her pricing is dialed in, her reporting is accurate, and she finally knows which products are actually growing her business.

If you’re relying on your accountant for answers they were never trained to give you, you will continue to operate with gut feelings.
Let us give you the clarity to lead like a CEO.

Lub you,
Crystal 🦄