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  • Writer's pictureSteve Spiech

The Top Questions to Ask A Bookkeeping Service

Starting and running a business is no easy task, especially when it comes to managing finances. This is why hiring a bookkeeping service can be a game-changer for any small business owner. With a bookkeeper, you can keep track of your business expenses, manage cash flow, and make informed financial decisions. However, hiring a bookkeeper is not a walk in the park, you need someone who is trustworthy, knowledgeable, and a great communicator. In this blog post, we discuss the five questions you should ask when meeting with a potential bookkeeping service.

1. Are they QuickBooks certified or certified in any other financial software? How much experience do they have?


Before hiring a bookkeeping service, it’s essential to know their qualifications and experience. What accounting software do they use, and are they certified in it? This will help you assess the level of expertise they have with the software and if they can manage your bookkeeping tasks efficiently. Also, ask about their experience.  How long have they been providing bookkeeping services and what type of companies have they supported? You want to work with someone who has a proven track record of delivering excellent services.


2. What services do they offer?


Not all bookkeeping services offer the same services. Some may only handle bank and credit card transactions, while others can manage your entire finance workflow. It’s essential to know what services are available and if they align with your business needs. You may also want to check if they offer any additional services like payroll, fractional CFO services, financial reporting, and advisory services.


3. Communication is key from BOTH ends. How will they communicate with you?


Good communication is critical when working with a bookkeeper. You want to work with someone who is open and transparent, willing to listen to your concerns and answer your questions. Ask your potential bookkeeper how often they’ll communicate with you and their preferred mode of communication. How will you exchange files and information?  Good communication will help establish expectations, avoid misunderstandings, and ensure a smooth working relationship.


4. How much do they charge, and can I afford their services?


Bookkeeping services come at a cost, and it’s essential to have a clear understanding of their rates. Ask your potential bookkeeper about their fees, payment terms, and how they bill their services. Also, inquire about any extra charges that may not be included in their standard services, such as books cleanup, payroll setup, or other projects. Be sure to evaluate your budget to ensure you can afford their services, but don't hesitate to spend more for an experienced and trustworthy bookkeeping service. With that said, if you feel that you have found a good bookkeeper, but they truly are out of your price range do not be disheartened. Keep looking until you find the right fit for you.


5. When can they start?


Finally, it’s critical to know when your potential bookkeeper is available to start working on your books. This will help you do any prework that is needed to avoid potential delays or conflicts. You don't want to sign a contract with them and find out later they can’t start working on your books for another few months. Remember, communication is key, and you want to establish clear expectations regarding deadlines and work schedules.


Hiring a bookkeeping service is an essential step for any small business owner looking to manage their finances effectively. When meeting with a bookkeeping service, ensure you ask about their certification, services, communication, rates, and availability. This will help you evaluate their expertise, assess the services they offer, and determine if you can afford their services. Don't forget to take your time and find the right fit for you and your small business. With an effective, trustworthy bookkeeper, you can steer your business towards financial success.

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