Questions to Ask Before Hiring a Bookkeeper: Your Guide to Smart Choices

Hello there! Are you thinking about hiring a bookkeeper for your business? First of all—congratulations! It’s a smart move to get your finances organized and free up your time for what you do best. But before you jump in, you might be wondering: **How do I know I’m hiring the right bookkeeper?

Don’t worry, you’re not alone! As a local bookkeeping business, I’ve talked to plenty of business owners who feel overwhelmed by this exact decision. That’s why I’ve put together a list of friendly questions you can ask any potential bookkeeper— including me!—before you make your choice. Let’s dive in!

1. What Kind of Experience Do You Have?

Every business is unique, and so is every bookkeeper. Ask about their experience, especially with businesses similar to yours. Have they worked with restaurants, e-commerce stores, or service providers? The right background can make a big difference.

2. Which Accounting Software Are You Comfortable With?

QuickBooks, Xero, Wave—there are so many options! Make sure your bookkeeper is familiar with the software you use (or want to use). Bonus points if they can recommend the best fit for your needs!

3. How Do You Keep My Information Secure?

Your financial information is sensitive. Ask about their security measures—do they use encrypted software, secure cloud storage, or regular backups? Peace of mind is priceless.

4. Will I Have Access to My Books Anytime?

Transparency matters. Find out how often you’ll get updates and whether you’ll have direct access to your financial records. A good bookkeeper helps you understand your numbers, not hide them away!

5. How Do You Communicate and How Often?

Prefer emails, phone calls, or Zoom chats? Every business owner has a different communication style. Make sure your bookkeeper is responsive and easy to reach when you need them.

6. What Are Your Fees and What’s Included?

No one likes surprises—especially on their bills! Ask for a clear breakdown of fees and what’s included in their services. Are there extra charges for special reports? Get it all in writing.

7. Can You Provide References?

A trustworthy bookkeeper will be happy to share references or testimonials from satisfied clients. Don’t be shy—ask for them!

Ready to Get Started?

Choosing the right bookkeeper is a big step for your business, and asking these questions will help you make a confident decision. If you’re ready to chat, I’d love to answer these questions (and any others!) for you. Let’s make your bookkeeping stress-free and straightforward—together.

Have more questions? Drop them in the comments or contact me directly. I’m here to help!