Hello,

I'm trying to understand the specific roles and interactions between a
Bookkeeper, Accountant, Tax planner, Financial planner/advisor, and
Tax attorney.

For example, what are common relationships and tasks between these
entities from the point of view of a small business owner?  E.g.,
might I hire an accountant, who doubles as a bookkeeper, or would the
accountant typically choose/hire his own bookkeeper?  Does the
accountant strategize about minimizing tax liability, or is that the
job of a financial advisor... or perhaps a tax attorney?

I can smell an "it depends" answer a mile away :) so I'll clarify that
I am looking for the *most common* outlook for a small/mid-sized
business who would not require any of these resources full-time, but
instead use them on an hourly/retainer basis.

I'd prefer an answer from someone with personal experience in this
area, because I may have a few followup questions.  Thank you!

Hi,

Bookkeeper, Accountant, Tax planner, Financial planner/advisor, and
Tax attorney are difference roles and function within financial role.
It depend on the size, complexity of business. In many small and mid
sized business, book-keeper and accountant are formed under accounting
function and financial planning can include tax planner. All of these
function you can outsource to save cost and focusing on your core
business.

Tuan