Are you a small business owner looking to hire a bookkeeper but feeling overwhelmed by the financial side of things? You are not alone—and we’ve got your back. Here is a step-by-step guide to help you hire the right bookkeeper for your business.
Step 1: Define Your Needs
Start by outlining your specific financial needs.
Do you need help with:
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Daily bookkeeping?
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Tax prep?
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Financial reporting or analysis?
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Software like QuickBooks or Xero?
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Or maybe you’d feel confident handling your own books if someone set everything up properly. Knowing exactly what support you need makes it much easier to find the right fit.
Step 2: Look for Qualifications
While certifications (like QuickBooks ProAdvisor and NACPB (National Association of Certified Public Bookkeepers)) are a plus, experience matters just as much.
Look for someone who:
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Has worked with small businesses
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Understands your industry
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Communicates clearly
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A great bookkeeper should feel like a partner—not just someone entering transactions.
Step 3: Ask for Recommendations
Referrals from other business owners in your network can be incredibly helpful. No network? Ask potential bookkeepers for client references and actually follow up. Ask how they:
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Communicate
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Handle deadlines
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Add value beyond the basics
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Step 4: Check for Industry Experience
The more familiar your bookkeeper is with your industry, the smoother your experience will be. Someone who has worked with similar-sized businesses can anticipate your needs and spot potential issues early.
Step 5: Assess Communication Style
Can they explain things without jargon? Do they answer your questions with patience?
Good communication is essential. Make sure they align with your preferred way of working, whether it’s email, phone, video calls, or something else.
Step 6: Evaluate Tech Skills
Modern bookkeeping runs on good software. Whether you use QuickBooks, Xero, or something else, your bookkeeper should be tech-savvy and confident navigating tools that streamline the process. Bonus: They may be able to recommend apps that make your life easier.
Step 7: Discuss Fees and Terms
Clarify the pricing model, whether it’s hourly, monthly, or project-based, and get everything in writing. A written proposal or engagement letter should outline what’s included, how you will communicate, and what support you can expect.
Step 8: Try a Test Project
Not sure if it’s a good match? Start with a small task, like reconciling a bank account or setting up your chart of accounts. This trial approach helps you gauge how they work before making a long term commitment.
Step 9: Trust Your Gut
Skills matter, but so does trust. Choose someone who not only knows their stuff but makes you feel comfortable and supported. You are building a long-term partnership, and chemistry counts.
Conclusion
Hiring a bookkeeper does not have to be overwhelming. With a clear plan and the right questions, you can find someone who understands your business and supports your growth. A great bookkeeper can make a major difference in your peace of mind and your bottom line.