Quick answer
A bookkeeper records day-to-day transactions and keeps your books up to date. An accountant uses those records to prepare financial statements, give advice and, depending on qualifications, handle tax and compliance.
Small businesses often use a bookkeeper for monthly records and an accountant for year-end work and advice.
Step-by-step guidance
- Work out what you need: monthly bookkeeping, year-end statements, tax returns or business advice.
- Ask about qualifications and professional body membership, for example SAICA (for Chartered Accountants), SAIPA or other recognised bodies.
- For tax work, check that the practitioner is registered with SARS as a tax practitioner.
- Agree the scope and fees in writing before work starts.
What to check
- Professional body membership and, for tax work, SARS tax practitioner registration
- Experience with businesses of your size and industry
- Which accounting software they use and how you will share records
Common mistakes to avoid
- Hiring on price alone for tax and compliance work
- Mixing personal and business transactions
- Leaving records until year-end
Related nearby services
NearMe lists 1,090 accountants across South Africa, with the most in Gauteng (451), Western Cape (168) and KwaZulu-Natal (145). 99% include a phone number, so you can check before you go.
This guide gives general information only. Rules, fees and requirements can change, so confirm details with the provider or the relevant authority. NearMe is an independent directory, not the provider.
Frequently asked questions
Can a bookkeeper do my tax return?
Only if they are registered with SARS as a tax practitioner. Ask before you hand over the work.
What is a CA(SA)?
A Chartered Accountant (South Africa), a designation awarded by SAICA.
Do small businesses need an accountant?
Many use one for annual financial statements, tax and advice, even if a bookkeeper handles the monthly records.