Hiring bookkeeping help can save you time and stress. But before you choose someone, it’s important to ask the right questions especially if you need full service bookkeeping.
Here are 8 simple questions to help you find the right bookkeeper for your business.
1. Are You Trained or Certified?
Ask if they’ve taken a course or have a certificate.
Because if they aren’t certified, they won’t know bookkeeping words.
2. What Services Do You Offer?
Some bookkeepers only record daily transactions.
Others offer full service bookkeeping like payroll, budgeting, and tax prep.
Make sure they offer what you need.
- What Software Do You Use?
Most bookkeepers use tools like QuickBooks, Xero, or Excel.
It’s good to know if they’re using something easy and up to date.
4. How Much Do You Charge?
Ask about their prices.
Is it monthly or hourly?
Are there any extra fees for extra tasks?
5. Do You Work with Businesses Like Mine?
Some bookkeepers work with shops, some with online stores, others with freelancers.
It’s best if they already understand your kind of business.
6. How Do You Share Reports?
Ask how and when you’ll get updates or reports.
Monthly reports are common, but some offer weekly too.
7. Can You Help at Tax Time?
If you need help with taxes, ask if they work with accountants or provide tax ready reports. Many full service bookkeepingproviders include this.
8. How Do You Keep My Info Safe?
Your financial data is private.
Ask how they protect it, especially if they work online.
Final Thoughts
A good bookkeeper does more than just track numbers.
They help your business stay organized, grow, and avoid mistakes.
Take your time, ask the right questions, and choose full service bookkeeping you can trust.
