Hiring A Bookkeeper-7 Questions You Need To Ask

Questions you need to ask when hiring a bookkeeper. Image: Flickr

Hiring a bookkeeper for a small business is a vital yet often ignored element to business success. As a small business proprietor, you’ll need to get improved financial business controls sooner or later. Consequently, you must seek bookkeeping services that can enhance your business finances.

You’ll discover that this process can be overwhelming, so it’s important you establish the type of skills and experience you need before you start the search.  If you’re looking to hire a bookkeeper, this guide will help you find the ideal professional.

1. Are you knowledgeable on new programs?

Streamlining with new programs and tools can result in a faster process and sometimes less costly because you’ll take less effort and time to generate similar results.

Furthermore, newer programs can facilitate interaction with the tax pro in a more effective manner. While you don’t want somebody who acquires every new software, you want the person to be updated on programs. You certainly don’t want a bookkeeper without streamlined processes and does the books manually.

2. What is your level of expertise?

You want a bookkeeper who processes your accounts accurately and in a timely manner. Additionally, the professional should be able to communicate in a manner that doesn’t take up considerable time. The last thing you need is having to pay your accountant at the close of the financial year to handle a mess.

If you aren’t a professional bookkeeper, it can at times be difficult to establish the degree of expertise of the one you’re engaging. Bear in mind that a good bookkeeper processes transactions in an accurate manner while a great bookkeeper can review his or her own work to identify mistakes and rectify them. Consider inquiring about the techniques they use to review their work. Alternatively, you could talk to one of their clients.

3. Are you a CPA-trained and Supervised Bookkeeper?

When you outsource a bookkeeping service, supervision and training matter. While accounting fundamentals haven’t changed, technology keeps changing constantly. Therefore, you don’t want a bookkeeper who’s trained in outdated accounting software or bookkeeping methods.

Fortunately, training permits them to stay current with the latest software applications and trends. Remember, supervision is also important. Therefore, a more senior professional should supervise the bookkeeper and review his or her work to ensure it meets quality standards and that it’s error free.

4. Do you have experience in bookkeeping for an online company?

Although numerous bookkeepers lack experience when it comes to online businesses, it’s important you ask this question. In the event that the prospective bookkeeper is experienced in this area, this would be to your advantage. However, you must quiz him or her on the kinds of online businesses they’ve dealt with since countless types exist.

5. What can I expect around response and delivery times?

A common complaint surrounding bookkeepers is that they can respond slowly to emails and they don’t complete the bookkeeping at the set schedule.

It’s also important to bear in mind that some bookkeepers lack sufficient time to dedicate to your accounting while others are extremely busy during crucial tax reporting periods. Financial data is very important when it’s timely.

Therefore, the sooner you can analyze and review how your business performed, the sooner you can make crucial decisions. Ideally, the completion of bookkeeping should occur no later than the subsequent month. Make sure you ask a potential bookkeeper when you can expect completion each month.

6. How do you protect your data?

People often overlook this piece of information when hiring a service. Beware that you might lose crucial financial data if your bookkeeper doesn’t find it necessary to back up your work. You can’t afford such a mistake, so ensure you find out how the professional will secure and store your information.

7. How do you price your services?

Establish whether the bookkeeper charges a monthly fee or per hour. The trend in this industry is fixed-rate charges and if this is the case, be clear about what the rate includes and what it doesn’t.

Final Thoughts

Bookkeeping is a significant service for businesses, so it’s important you find a suitable person for the task. Fortunately, this guide will help you ask the right questions that will lead you to the ideal bookkeeper.

Dailey Bookkeeping Services is a Xero Certified SILVER Partner and a QuickBooks Online Certified Advisor, so if we can help you with your bookkeeping needs, just give us a call, we would love to help you!  The owner, Jacqueline Dailey is a Certified Public Bookkeeper, an Advanced Certified QuickBooks and QuickBooks Online ProAdvisor, a Sleeter Group Certified QuickBooks Consultant and a Xero Certified Silver Partner. We work remotely so we can work with any company located in the U.S. If we can help you with this process or provide you with custom reporting, please give us a call. If we cannot help you, we will refer you to someone who can!  Feel free to visit our website at http://www.daileybookkeeping.com.

Dailey Bookkeeping Services
Dailey Bookkeeping Services




5 thoughts on “Hiring A Bookkeeper-7 Questions You Need To Ask

  1. My company needs a bookkeeping service so I’ll be sure to ask if they are knowledgeable about new programs so that we’ll get fast service. I believe their level of expertise should be appropriate for the job so I’ll ask them about it. Thanks for pointing out that I should ask if they’re CPA-trained and supervised so that we can be sure that we’ll get no errors from their work.

Leave a Reply

Your email address will not be published. Required fields are marked *