- The Profit Pilot
- Posts
- The 3 Money Roles Every Business Owner Should Know
The 3 Money Roles Every Business Owner Should Know
CFO vs Accountant vs Bookkeeper – Who Does What in Your Business?
Who Does What in Your Business?

Managing your business finances can feel overwhelming especially when you’re not sure who you need on your team. Do you hire a bookkeeper? An accountant? Or do you go straight for a CFO?
Here’s a quick breakdown
Bookkeeper: Tracks income, expenses, invoices, and keeps your records organized.
Accountant: Prepares reports, ensures compliance, and files taxes.
CFO: Creates financial strategy, forecasts cash flow, and positions your business for growth.
Think of it like this:
Startups → Bookkeeper
Growing SMBs → Accountant
Scaling / Investor-Ready → CFO
Bottom Line: These roles complement each other, not compete. Together, they build the clarity, compliance, and strategy every business needs.
👉 At ASO Financial, we help you access all three levels without the corporate cost.
📩 Ready to discover which role your business needs today? [Book a consultation] www.asofinancial.com / [email protected]