23 July 2025 • Accountant vs Financial Advisor, Business Financial Strategy, Financial Planning
It’s a question we hear all the time aren’t accountants and financial advisors the same? Not quite. They work together, but their roles are different.
Accountants look at what’s already happened. They help with:
* Preparing your annual accounts
* Filing taxes
* Ensuring compliance
They’re essential, but mostly focused on the past.
Financial advisors help you plan for the future. They look at:
* Budgeting and forecasting
* Growth strategy
* Cash flow management
* Financial modelling
They use your current numbers to shape your future direction.
If you only work with an accountant, you may be compliant — but not strategic. A financial advisor helps you make the most of your finances.
Working together, they can ensure your business is both financially sound and positioned to grow.