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Your bookkeeper isn’t there to just silently log your business’ financials - they’re there to be a guide for you and your business. Your bookkeeper can give you an inside look at the financial ins and outs of your business and provide valuable knowledge to help you make informed decisions. Take some time to talk with your bookkeeper to really understand where your business stands and where you may be headed by asking questions that provide important intel.  

Where are we wasting money?

Your bookkeeper knows the financial ins and outs of your business. They become familiar with your spending habits, budgeting skills, cash flow management, and more - use this to your advantage. Ask your bookkeeper where you’re wasting money

Whether you’re thinking of switching bookkeepers or taking the leap to outsourcing, it’s important that you’re asking the right questions along the way. Be open and honest about your needs and expectations, and take plenty of notes to look at later. Remember that while you’re testing to see if they’d be a good bookkeeper, they’re always testing to see if you’ll be a good client! Bookkeeping is a two way street that requires an understanding and open communication between client and bookkeeper. Don’t overthink the process, but also be sure to look at all your options. Some questions to ask…

What is your experience and your qualifications?

This should come as a no brainer, but you’d be surprised. Ask yo