Questions To Ask Before You Hire A Bookkeeper

Hiring a bookkeeper is a critical decision for your business, as they will be responsible for managing your financial records and ensuring compliance.

Before making a choice, it’s important to ask the right questions to ensure you find a qualified and compatible professional. Here are four key questions to ask when considering a bookkeeper for your business.

How Long Have You Been Bookkeeping For Businesses Of This Size And Type?

Experience is crucial when it comes to handling the financial matters of your business. A bookkeeper who has worked with businesses similar to yours will be familiar with the specific challenges and requirements of your industry. Their expertise will enable them to offer tailored solutions and insights. Inquire about their track record and the duration of their experience with businesses of similar size and industry to ensure they have the necessary skills and knowledge to handle your financial needs effectively.

What Accounting Software Do You Feel Most Comfortable Using?

Efficient bookkeeping relies on utilizing modern accounting software. It’s important to know if the bookkeeper is proficient in the software that aligns with your business operations. Understanding their familiarity with software such as QuickBooks, Xero, or any other industry-specific accounting platforms is vital. This ensures a smooth transition of your financial data and minimizes the learning curve.

Do You Have Experience Preparing Financial Statements And Tax Returns For Businesses In Our Industry Or Geographic Region?

Accurate financial statements and tax returns are essential for regulatory compliance and gaining insights into your business’s financial performance. It’s crucial to hire a bookkeeper who has experience in preparing these documents for businesses in your industry or geographical region. They should be familiar with the applicable regulations, tax codes, and industry-specific accounting practices. This expertise will ensure that your financial statements and tax returns are accurate, timely, and comply with all relevant regulations.

Can You Provide Me With A Few References From Clients Who Are Similar To Us In Terms Of Size And Business Type Or Industry?

References offer valuable insights into a bookkeeper’s reliability, professionalism, and client satisfaction. Requesting references from clients who share similar characteristics to your business, such as size and industry, allows you to gauge the bookkeeper’s ability to meet your specific needs. Contacting these references and discussing their experience with the bookkeeper can help you assess their competence, communication skills, and overall performance.

Your Bookkeeper Hiring Decision

Make sure you choose a bookkeeper who has the necessary experience, software proficiency, and industry knowledge to ensure your financial records are in capable hands. Asking these essential questions before hiring a bookkeeper will help you make an informed decision. 

Contact Us

Skynar Bookkeeping is a trusted provider of professional bookkeeping services that can meet your business’s financial needs. Contact us today at (734) 335-7702 to learn more about our expertise and how we can assist your business!