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12 Must-Ask Questions to Find Your Perfect Business Bookkeeper

Finding the right bookkeeper for your business is like finding the perfect puzzle piece; it just clicks. A skilled bookkeeper can help you manage your finances, keep things running smoothly, and free up your time for what you do best – growing your business. But how do you know if a bookkeeper is the right fit for you? It's all about asking the right questions.

Here are 12 must-ask questions to help you find your perfect match:

1. What's your experience and background?

  • Start with the basics. Get to know your bookkeeper's qualifications and how long they've been in the business. Experience matters!

2. Can you handle my business's unique needs?

  • Different industries, business models, and offerings require financial information to be handled differently. Make sure your bookkeeper has an understanding of how your business operate to properly organize the numbers.

3. How familiar are you with the accounting software?

  • Ensure your bookkeeper is tech-savvy and can navigate the software you use.

4. How do you keep my financial data safe?

  • Data breaches are no joke. Ask about their security measures to protect your sensitive financial information.

5. Can I chat with your references?

  • Don't be shy – ask for references from past or current clients to get a sense of their track record.

6. How do you like to communicate?

  • Find out their preferred communication style. Do they prefer email, phone calls, or face-to-face meetings? Or more importantly, can they work with your preferred communication style?

7. When can I reach you?

  • Make sure their working hours align with your needs. You don't want to play phone tag when you have urgent questions.

8. How do you handle mistakes or discrepancies?

  • We're all human; errors happen. Ask about their problem-solving skills when things go a little wonky.

9. Can you explain complex financial matters in simple terms?

  • You don't want to feel lost in financial jargon. Look for a bookkeeper who can break things down for you.

10. Do you stay updated on tax laws and regulations?

  • Tax laws change like the weather. Ensure your bookkeeper stays in the know to keep your business compliant.

11. What's your fee structure?

  • Money talks! Get the lowdown on their fees and any extra costs so you know what you're signing up for.

12. How do you build strong client-bookkeeper relationships?

  • A great bookkeeper is more than numbers; they're your financial partner. Ask how they nurture client relationships.

Finding the right bookkeeper might take some time, but asking these questions will help you find that perfect puzzle piece for your business. Remember, it's not just about numbers; it's about trust, communication, and feeling comfortable with the person or team that will be handling your sensitive information.



The Finance Agency are accounting professionals however, any information contained or given is for educational purposes only and does not a substitute for financial advice from a professional who is aware of the facts and circumstances of your situation.   Please consult with a CPA, tax preparer, or accountant that is working with your specific business situation and State regulations.


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