Question 1

What's the difference between an accountant and a tax advisor?

Accepted Answer

Accountants focus on recording, organizing, and reporting financial transactions — bookkeeping, financial statements, and compliance. Tax advisors focus on minimizing your tax liability through planning and strategy. Some professionals do both, but the roles are distinct. Expert Sapiens has specialists in each area.

Question 2

Can an accountant help me set up accounting software?

Accepted Answer

Yes — many accountants on Expert Sapiens specialize in QuickBooks, Xero, Wave, and other platforms. A setup session can save you hours of cleanup later and ensure your chart of accounts is structured correctly from the start.

Question 3

Do I need an accountant if I use automated bookkeeping tools?

Accepted Answer

Automated tools are useful for data collection, but they don't interpret your numbers or catch errors in categorization. An accountant reviews the underlying data, reconciles accounts, and ensures your financials are accurate and meaningful.

Question 4

How often should I consult an accountant?

Accepted Answer

For most small businesses, quarterly check-ins are the minimum. Monthly reviews are ideal if you're growing quickly, managing payroll, or planning to raise capital. Year-end cleanup is essential for everyone.

Question 5

Can an accountant help prepare my business for a bank loan or investor review?

Accepted Answer

Absolutely. Lenders and investors scrutinize financial statements closely. An accountant can make sure your books are clean, your statements are formatted correctly, and your numbers are consistent — significantly improving your credibility.

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