5 Questions for 5 Financial Roles

A Must-Have Guide for Business Owners

Think you know the difference between all the different kinds of people who use the title “accountant” for what they do? You’d be surprised how many people get it wrong. Many business owners struggle to understand the distinct skillsets of accountants, bookkeepers, controllers, CFOs, and bankers—leading to misaligned expectations and frustration.

This free tip sheet from Norman Professional Services clarifies these roles and provides five essential questions you should ask each one. Whether you’re navigating cash flow challenges, tax compliance, or long-term financial strategy, this guide empowers you to have more informed conversations with the right financial experts.

Download it now and gain insights to streamline your financial support system, save time, and make smarter decisions for your business!