So, when it comes to ensuring that you are keeping on top of your finances, you need to ensure you get the best from the person you hire to be your bookkeeper.
The majority of firms hire a bookkeeper to keep an accurate and up-to-date record of all of their financial transactions in preparation for producing annual tax reports. Getting this right is crucial, so you need to make sure properly qualified, registered bookkeepers are hired to do this on your behalf.
So, how do you choose and use the services of a bookkeeper?
You need to think about a few factors to ensure that you have a successful relationship with your bookkeeper.
It’s important to consider carefully what role they will play within your business, and what responsibilities you are going to give them. In the same way you would set out a job description for a particular employment role, you can set out the criteria you require for a bookkeeper.
Checklist: Choosing the right bookkeeper for your business
- Listen up—make sure it’s a two-way conversation
- Be clear about the services you need
- Arrange a face-to-face meeting
- Check their knowledge, understanding, and qualifications
- Make sure they have the personal skills for the job
- Choose a bookkeeper who is able to look at your business as a whole
- Pick someone tech savvy
- Ensure that they are ready for the commitment to your business
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