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Writer's pictureReuben Bergola

Important Questions to Ask before Hiring a Bookkeeper

Hiring a bookkeeper is an important decision for any business owner. A good bookkeeper will not only help you manage your finances but also save you time and money in the long run. The right bookkeeper will ensure that your financial records are accurate, up-to-date, and comply with all relevant laws and regulations.


But how do you find the right person for the job? In this blog post, we will discuss some important questions you should ask before hiring a bookkeeper to ensure you make the right choice for your business.


1. What are your qualifications and certifications?


A qualified bookkeeper should have the necessary education and certifications to perform their role effectively. Some common certifications include Certified Bookkeeper (CB) from the American Institute of Professional Bookkeepers (AIPB) and Certified Public Bookkeeper (CPB) from the National Association of Certified Public Bookkeepers (NACPB). These certifications require a minimum level of education, experience, and ongoing professional development.


2. How much experience do you have in my industry?


Experience in your specific industry is crucial when hiring a bookkeeper. Each industry has its unique set of rules, regulations, and financial practices. A bookkeeper with experience in your industry will be familiar with these nuances and will be better equipped to manage your finances accurately and efficiently.


3. What services do you provide?


Before hiring a bookkeeper, it's essential to understand the range of services they provide. Some bookkeepers only offer basic bookkeeping services, such as managing accounts receivable and payable, while others may also offer payroll, tax preparation, and financial reporting services. Be sure to discuss your specific needs with potential bookkeepers to ensure they can provide the services you require.


4. How do you handle data security and confidentiality?


Data security is a critical concern for businesses, especially when it comes to financial records. It's essential to ensure that your bookkeeper has robust procedures in place to protect your sensitive financial data. This may include using encrypted software, having secure backups of your data, and signing a confidentiality agreement.


5. Do you have references?


A professional bookkeeper should be able to provide references from satisfied clients. Reach out to these references to get a better understanding of the bookkeeper's work style, communication skills, and ability to meet deadlines. This will help you gauge if they are a good fit for your business.


6. What is your fee structure?


Understanding the bookkeeper's fee structure is essential to avoid any surprises down the road. Some bookkeepers charge by the hour, while others may offer a fixed monthly fee. Be sure to discuss any additional fees for services such as tax preparation or financial reporting. It's also a good idea to compare the fees of multiple bookkeepers to ensure you are getting a fair price for the services being offered.


7. How do you stay up-to-date with the latest accounting rules and regulations?


The world of accounting is always changing, with new rules and regulations being introduced regularly. A good bookkeeper should be proactive about staying up-to-date with these changes to ensure they can provide accurate and compliant financial management services.


Ask potential bookkeepers about their professional development activities, such as attending seminars, workshops, or webinars, to stay informed of the latest industry trends and regulatory changes.


8. How will we communicate, and how often?


Effective communication is key to a successful working relationship with your bookkeeper. Discuss your preferred communication methods (e.g., email, phone, or in-person meetings) and how often you expect to be updated on your business's financial status. Establishing clear expectations from the outset will help foster a productive working relationship.


The Bottom Line


Hiring the right bookkeeper is a crucial decision for your business's financial health. By asking these important questions, you can ensure that you select a bookkeeper who is qualified, experienced, and a good fit for your business needs. Take the time to thoroughly evaluate potential bookkeepers and choose the one who will help your business thrive.


If you are looking for the best bookkeeper for your eCommerce business in Australia, you can trust The ECommerce Accountant to provide the best service. We will work with you to ensure that your finances are properly managed and that your taxes are filed on time. Contact us today!


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