Credentials & Comparisons

Accountant An accountant is the broad term for a professional working in accounting, reporting, tax, or finance functions. Advisory Services Advisory services is the broad term for forward-looking accounting or finance help such as cash planning, scenario analysis, entity decisions, and strategic reporting. Bookkeeper A bookkeeper is the professional who records transactions, reconciles accounts, and helps keep financial records organized. Business Valuation Business valuation is the service of estimating what a business is worth based on its financial performance, risks, and market context. Client Accounting Services Client accounting services, often shortened to CAS, is the outsourced finance model where a firm provides recurring bookkeeping, reporting, and controller-level support. Controller A controller is the finance leader usually responsible for accounting operations, close processes, financial reporting, and internal controls. CPA A CPA, or Certified Public Accountant, is a licensed accounting professional who met state education, exam, and licensing requirements. CPA Firm A CPA firm is the accounting practice that provides services through licensed CPAs and supporting staff. CPA vs Accountant CPA vs accountant is the comparison between a licensed Certified Public Accountant and the broader category of accounting professionals, which can include people without a CPA license. CPA vs Bookkeeper CPA vs bookkeeper is the comparison between a licensed accounting professional who can often help with tax and advisory work, and a professional focused on recording and organizing day-to-day financial transactions. CPA vs Enrolled Agent CPA vs enrolled agent is the comparison between a state-licensed CPA and a federally authorized tax professional focused on tax matters and IRS representation. Enrolled Agent An enrolled agent, or EA, is a federally authorized tax professional with practice rights before the IRS.