Our Guide on How to Hire the Right Bookkeeper Blueprint Accounting

We use Plaid, which lets you securely connect your financial accounts to Bench in seconds. This feature saves you the time and effort of manually uploading documents. You can add any amount of Catch Up bookkeeping to a standard Bench plan. No matter how far behind you are (yes, even years behind), we can get you caught up quickly. To see if their communication style is in line with your own, you can ask if they prefer email or phone calls and how often they typically touch base with their clients.

How to Hire the Right Bookkeeper for Your Small Business Bench Accounting

There are lots of places online to find a quality freelance bookkeeper, but Upwork.com is a good place to start. Jennifer Barnes is the CEO of Optima Office, which provides outsourced bookkeeping services. Optima Office ensures you’re getting the right accounting support you need, when you need it. Using the right platforms can minimize  errors and prevent financial losses. When conducting interviews, ask which software they use and if they are proficient in the software your business uses. Using cloud accounting software can make it easier to hire the right accountant for your business because you’re not limited by geography.

Software experience

Small Business Trends is an award-winning online publication for small business owners, entrepreneurs and the people who interact with them. Our mission is to bring you “Small business success … delivered daily.” • Proficiency in accounting software and advanced knowledge of Microsoft Excel.

Furthermore, remote bookkeeping systems may automatically import your financial information, such as transactions from bank and credit accounts. Because they have less overhead, independent bookkeepers typically How to Hire the Right Bookkeeper for Your Small Business Bench Accounting charge lower fees than firms. Daily financial transactions recording involves tracking every financial transaction, including invoices, expenses, and payments, and recording them in the company’s general ledger.

Why hire a bookkeeper?

Some accounting tasks can only be performed by a CPA (like auditing financial statements and filing with the SEC). Hiring a CPA when certification isn’t necessary may be more expensive. It can be said that a good bookkeeper serves as the glue holding the whole organization https://quickbooks-payroll.org/ together. Therefore, it’s important to have previous bookkeeping experience with a company that has a complexity and size similar to yours. Similarly, you should look for someone who has worked with a firm that is at a similar point as your firm in a business lifecycle.

How to Hire the Right Bookkeeper for Your Small Business Bench Accounting

Plus, with software like FreshBooks that’s built for the needs of small businesses, you’ll be matched with a like-minded accountant or bookkeeper who is equipped to serve clients like you. Given the nature of the job, it’s essential for the bookkeeper to pay attention to detail. They should be able to identify errors and balance accounts quickly, as well as knowing how to generate accurate, concise, clear and timely financial reports. Even though they may not be physically sitting by your side, with our experienced team of bookkeepers, you’ll get all that and more. In addition to evaluating their bookkeeping knowledge and skills, learning how to hire a good bookkeeper means weighing the benefits of any add-on services they offer.