Accountant vs. Bookkeeper vs. Me—Who Does What?

If you’re a trade contractor trying to manage your finances, it’s easy to get confused about who does what.

Do I need a bookkeeper? An accountant? A financial coach?

Let me break it down in simple terms—sports analogy style. 🏗️⚽🏆

𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗲𝗿𝘀 & 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀: 𝙏𝙝𝙚 𝙋𝙡𝙖𝙮𝙚𝙧𝙨

Both bookkeepers and accountants are essential to your business, but their roles focus on keeping the game running smoothly.

• 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗲𝗿𝘀 are like the scorekeepers. They track every dollar coming in and going out, making sure your financial records are clean, accurate, and up-to-date. 🧾

• 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀 are the rule enforcers. They handle compliance, taxes, and financial reporting to make sure everything is done by the book. ✅

Both are critical, but here’s the catch—they mostly focus on the past and present.

𝗠𝗲: 𝙔𝙤𝙪𝙧 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝘾𝙤𝙖𝙘𝙝 & 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙨𝙩

If the bookkeeper and accountant are players on the field, I’m your coach on the sidelines. 🏅

My job isn’t just to watch the numbers—I help you win the game.

Here’s how:

• 𝗕𝘂𝗱𝗴𝗲𝘁𝗶𝗻𝗴 & 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗶𝗻𝗴: I help you plan ahead with a financial roadmap that keeps your business growing. 📊

• 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 & 𝗣𝗿𝗼𝗳𝗶𝘁 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: I show you how to improve margins and keep more cash in your pocket. 💵

• 𝗙𝘂𝗻𝗱𝗶𝗻𝗴 𝗥𝗲𝗮𝗱𝗶𝗻𝗲𝘀𝘀: I prepare you to secure loans or investments by making sure your financials tell the right story. 🏦

• 𝗧𝗲𝗮𝗺 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗼𝗻: I work directly with your bookkeeper and accountant to turn numbers into actionable strategies. 🔑

I don’t just tell you what to do—I help you implement it.

Why You Need All Three

Imagine running your business like a championship team.

• Your bookkeeper keeps score.

• Your accountant makes sure the game is fair.

• And I create the playbook and coach you to win.

Without all three, you’re working harder, not smarter.

Ready to Build Your Winning Team?

If you’re serious about growing your contracting business in 2025, it’s time to get your financial team in order.

I currently have 3 spots left for January and 5 for February to help trade contractors like you build a financial strategy for growth.

📧 Let’s talk: [email protected]

Let’s win in 2025! 🏆

Best,
Patrick

Patrick Shurney, MBA
Founder, 3P Consulting
📞 443.539.6276
🌐 www.3pcllc.com

"Getting Trade Contractors’ Finances Sorted"

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About Me:

As a veteran in financial coaching with over 30 years of corporate banking experience, my mission is to empower small business owners like you to become numbers confident, optimize cash flow, leverage debt, and pay yourself competitively.

Ready for More?

Here’s how I can help you:

1.     Profit Accelerator Program: Master your business numbers in just 30 days, uncovering hidden profits of $25K-$75K+ over the next 3-12 months.

2.     Loan Consulting: Need the best rates and terms on your next loan? With 30+ years of banking experience, I’ll make sure you get a deal that works for you.

3.    Profit Accelerator Digital Course: Become confident with your numbers, boost cash flow, and learn to pay yourself first in just two hours. This course is designed for busy professionals who want immediate results. ($197)

Ready to take your financial strategy to the next level? Let’s connect and make sure you’re running a thriving business while paying yourself what you’re worth.