Though organizations can do their own bookkeeping and tax filings, it is often both easier and more transparent to hire a professional. The four primary types of fiscal professionals that might be useful to an SSP, from least to most expensive, are:

• Bookkeeper – bookkeepers are hired to keep accounting records for the organization. They usually have a certificate that is the equivalent of an AA degree.
• Enrolled Agent (EA) – an EA has passed a test and earned a certificate from the federal government to file federal taxes. EAs who are not CPAs are often bookkeepers.
• Certified public accountant (CPA) – CPAs can do everything that a bookkeeper or EA can do, and also provide independent audit reports and financial advice. They have the equivalent of a bachelor’s degree and are, by default, enrolled agents.
• Tax attorneys – tax attorneys are licensed attorneys and have all of the training of both a CPA and a lawyer. They can provide legal advice, practice law, and represent clients in litigation.

When deciding what kind of professional help to get, keep in mind your needs and budget and look for professionals familiar with non-profit accounting. To find a competent professional:

• Consult the Hacks vendor list.
• Ask around! Friends, board members, leaders of other organizations etc.
• Don’t be bashful about vetting! The person you hire needs the correct credentials, and they need to understand nonprofits generally and your organization specifically.
• Check references and testimonials.
• Don’t be afraid to ask for a discount, sliding scale, or pro bono assistance.
• If you speak with a professional who sounds good but can’t help you, ask them for referrals! Professionals of all kinds often have a robust network and are happy to help.