What questions should you ask before hiring a bookkeeper for your business?

Hiring a bookkeeper is daunting and can cause stress, anxiety, and uncertainty. You want to be able to trust your bookkeeping firm, as they will have access to all your financial information.  So, how do you get started? You should hire a bookkeeper the way you hire an employee – by asking them questions. We’ve put together a list of the most important questions to ask before hiring a bookkeeper so you can be sure you are working with someone you can trust!

What is their experience?

One of the most important questions you’ll want to ask is what kind of experience the bookkeeping firm has. Unlike other financial professionals, bookkeepers do not have to be legally certified, so it’s essential to check that they are experienced in your industry and to know what other types of businesses they have worked with. Different companies have different financial needs, so a bookkeeper with knowledge in your field could benefit you.

What software/tools do they use?

Another question that could help you decide on the right bookkeeper is what kind of software they use. A variety of software is available that allows bookkeeping to be seamless and efficient. Ensure that you ask your bookkeeper if they are proficient in the software, you currently use or if they recommend a different kind of technology.

What other services do they offer?

Check with your prospective firm about the other services they offer. Having the same firm handle your bookkeeping, payroll, and tax preparation could make things much more manageable. This way, you don’t have to have your bookkeeper coordinate with other financial professionals, everything is taken care of, and you have one specific firm that is up to date with your financial data. This is a cost-effective way to become financially proficient and stay organized year-round.

Do they have references?

When considering hiring a bookkeeping firm, hearing about other businesses’ experience with them can be helpful. Reach out to other business owners for recommendations and referrals to be sure you choose the right bookkeeper. This will give you an idea of the type of work they do and how proficient they are. You can also ask for case studies to be sure the firm you are looking into can benefit you.

Warren Accounting Firm provides professional financial guidance to help your business flourish. We offer bookkeeping services, payroll, and tax services to help you minimize tax liabilities and maximize resources. Our friendly, personalized service means you get the exact help you need for your financial situation. Contact us today to schedule a meeting with one of our accountants and see how we can help guide you to a brighter financial future.