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How to Find and Hire the Best Bookkeeper for Small Business


Are you a small business owner looking to hire a bookkeeper but finding the financial world a bit overwhelming? Don’t worry; we’ve got your back. Here’s a step-by-step guide to help you hire the perfect bookkeeper for your business.

Step 1: Define Your Needs

Start by listing your specific financial needs. Do you require help with daily bookkeeping, tax preparation, or broader financial analysis?   Do you need assistance with accounting software like QuickBooks or Xero? Would you handle daily bookkeeping if set up correctly? Clearly defining your requirements makes it easier to find the right candidate.

Step 2: Look for Qualifications

Ensure the bookkeeper has the right qualifications. While certifications are helpful, they’re not mandatory. Look for someone experienced in handling finances for businesses, preferably someone who has worked independently or as a freelancer. Their experience with small business finance is crucial. Also, consider their personality and communication style; you’ll want someone you can communicate effectively with.

Step 3: Ask for Recommendations

Seek recommendations from fellow business owners in your network. Referrals from trusted sources can be invaluable. If you don’t have referrals, ask potential bookkeepers for client references and take the time to contact them. Inquire about the bookkeeper’s performance, turnaround time, and communication skills.

Step 4: Check for Experience

Experience is vital. Look for a bookkeeper who has worked with businesses similar in size and industry to yours. This ensures they understand your specific financial needs and industry nuances, saving time and hassle.

Step 5: Assess Communication Skills

Good communication is key. Your bookkeeper should explain complex financial concepts in plain language. Ensure they communicate in a manner that suits you, whether through phone, email, or other preferred methods.

Step 6: Evaluate Technological Proficiency

In today’s digital age, bookkeeping involves using software like QuickBooks or Xero. Ensure your bookkeeper is tech-savvy and proficient with the tools you use. A great bookkeeper can also recommend the best tech stack for your needs.

Step 7: Discuss Fees and Terms

Have a clear discussion about fees and payment terms. Whether they charge hourly or offer fixed monthly rates, ensure you get a proposal in writing that outlines pricing and expectations.

Step 8: Test Their Approach

Consider starting with a trial period to evaluate their performance. Hire them for a specific project, such as setting up your chart of accounts or organizing records. This helps assess their competence and compatibility with your business.

Step 9: Trust Your Gut

Finally, trust your instincts. A good bookkeeper should be qualified and someone you feel comfortable working with. Building a solid professional relationship is key to success.


Hiring a bookkeeper doesn’t have to be daunting. By following these steps, you can find a qualified professional who meets your business needs. A great bookkeeper can significantly impact your business’s financial health, allowing you to focus on growth. Good luck with your search!



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