A plain answer · UK small businesses

Bookkeeper or accountant?

They do different jobs, most small companies eventually need both, and the order matters more than the label. Here is the difference in practice, not in theory.

The short version

One records, the other reports

A bookkeeper records what happened. A transaction arrives, it gets coded, the bank gets reconciled, the VAT return gets prepared. It's continuous work, usually monthly.

An accountant takes those records and produces something from them: statutory accounts for Companies House, a Corporation Tax return for HMRC, advice on a decision. It's usually periodic, and often annual.

BookkeeperAccountant
Main jobRecording transactions accuratelyReporting, compliance and advice
FrequencyWeekly or monthlyAnnually, plus ad hoc
Typically coversCoding, bank reconciliation, sales and purchase ledger, VAT returns, often payrollStatutory accounts, Corporation Tax, Self Assessment, tax planning
QualificationOften AAT, ICB or IAB. Not legally requiredUsually ICAEW, ACCA or CIMA. "Accountant" is not a protected title
Typical cost£15–£35 an hour, or £100–£400 a month fixedAnnual fee for accounts and tax return
What breaks without themYou don't know where you areYou miss filing deadlines and pay the wrong tax

Neither title is protected — which is the part that matters

In the UK, anyone can call themselves an accountant or a bookkeeper. There's no legal qualification requirement for either.

What is a legal requirement is anti-money laundering supervision. Anyone providing bookkeeping or accountancy services in business must be supervised, either by a professional body or by HMRC directly. That's the floor, and it's worth checking.

Above that floor, the letters tell you what someone was trained to do:

Three questions worth asking anyone. What qualification do you hold? Who supervises you for anti-money laundering? Do you carry professional indemnity insurance? Any competent provider answers all three without hesitating.

Which do you need first?

Bookkeeping, almost always. Accounts and tax returns are built from the underlying records. If the records are wrong, everything produced from them is wrong — and neither Companies House nor HMRC is interested in whose fault that was.

A modestly-priced accountant working from accurate books produces a better outcome than an expensive one working from a carrier bag of receipts, because most of what you're paying the expensive one for is the reconstruction.

The order people commonly get wrong: appointing an accountant, doing the books themselves badly for eleven months, and then paying that accountant to fix a year's worth of coding at professional rates.

The bit nobody explains: management accounts

There's a third thing, and it's the one that actually changes decisions.

Bookkeeping tells you what happened. Statutory accounts tell HMRC and Companies House what happened, roughly ten months after the year they describe. Management accounts tell you what's happening now — monthly profit and loss, balance sheet, and the commentary explaining why the numbers moved.

Most small companies have the first and the second and not the third, which is why so many owners can file perfectly compliant accounts and still not know whether last month was any good.

Can one provider do everything?

Some do. Others deliberately don't. Both models are legitimate — the mistake is assuming rather than asking.

A general practice may cover bookkeeping, VAT, year-end accounts and tax under one roof. A CIMA practice like ours covers bookkeeping, VAT and management accounts, and refers Corporation Tax and Self Assessment to a tax specialist, because tax sits outside CIMA's scope of practice.

Being explicit about ourselves. We do the monthly work — bookkeeping, VAT, management accounts — supervised by a Chartered Management Accountant, from £199 + VAT a month. We do not do Corporation Tax returns or Self Assessment; those go to a UK Chartered Accountancy firm we work with. If you want one firm doing absolutely everything, we're not it.

How to decide

If you're weighing the cost, our bookkeeping prices guide sets out what UK firms actually charge, and the cost calculator works out what your current arrangement costs — including doing it yourself.

Not sure whether your books are right?

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