Questions to Ask When Hiring a Bookkeeper

8 Questions to Ask When Hiring a Bookkeeper
Not every bookkeeper is the same …


What is your guaranteed response time?

A bookkeeper should offer a guaranteed response time regardless whether it is in 1 hour or 1 day. Also find out how they generally will respond; is it with a call, text or email.

Is your pricing competitive vs. value for dollars?

The cheapest price most commonly will not get you the results you need or want. Similarly, you wouldn't want to pay more for the same service you would get with a competitive price. Assess the cost and make a sound decision based on the value of the services provided. It's also important to make sure there aren't any hidden fees. Ask for full pricing details up-front to ensure no surprises down the road.

How will I attain financials when I need them?

Look for a bookkeeper who provides you with financial reports on a regular basis.

Will you offer guidance with other bookkeeping related services such as a filing system, insurance, banking, credit card processing, payroll and corporate structure?

Your business isn't only about your books. A business has a lot of moving parts that should be accounted for at the right time.

How long have you been in business and will you provide references?

Work with a professional bookkeeper with a good reputation and the expertise in their field. It is important that you can trust your hard-earned money and have confidence knowing they are a sound operation.

Are you flexible about location? Will you come to my office?

It's important to work with a bookkeeper that has your needs in mind. Find the solution that works for you and your business.

How do you stay up to date on all the changing regulations and new tax laws?

Tax laws are a moving target. Work with a bookkeeper who is diligent about staying current with the ever-changing tax laws.

How will you get the necessary paperwork?

With today's technology, transmitting paperwork will be a simple process. Make sure that your bookkeeper has a plan that's right for you and your business.

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