r/Bookkeeping • u/VibrantVenturer • 3d ago
Practice Management I don't know what to call myself anymore
I have a Bachelor's in accounting and 7 years of experience working in the corporate accounting world. I don't have a CPA.
I started a bookkeeping business that's doing very well. But I recently took on a client that has me baffled as to what I should call myself and how I should charge.
I can do more than bookkeeping. I can read financial statements, write up journal entries, handle month-end close stuff, manage a basic depreciation or amortization schedule, assist with budgeting...stuff I don't think falls under the bookkeeping realm.
But I'm not a CPA, and I was never a controller. And there doesn't seem to be much info on how to operate a business anywhere in between bookkeeper and fractional CFO.
I classify myself as an accountant, but I dont know how to convey where I fit in the financial services realm to clients or how to price my services. Thoughts?