Forum Discussion
Homeownership
19 days agoContributor 5
I would also compare who is actually providing the financial strategy. A bookkeeper may handle the day-to-day records and reconciliations, while a CPA can help more with taxes and planning. If you want someone looking forward at cash flow, profitability, pricing, growth, and financial decisions, that may be more of a fractional CFO or advisory role. I’d definitely ask what level of strategy is included in the price.