Choosing the Best Bookkeeper

You may be asking yourself, why do I need a bookkeeper when I already have an accountant?

To some, the roles seem synonymous. Even the dictionary contributes to the confusion, listing both as a person who records the accounts or transactions of a business. Though bookkeepers and accountants deal with the same financial information, they manage different aspects of it.  One handles the day-to-day while the other focuses on the big picture.

Every entrepreneur should understand what they need and what to look for as they search for the best bookkeeper for their business. As their accountant, here’s how to help y you choose the right one:

A Great Bookkeeper has Skills

They should have some level of training or accreditation. Several national associations offer bookkeeping certification, including the National Association of Certified Public Bookkeepers, the American Institute of Professional Bookkeepers and the National Bookkeepers Association. Additionally, bookkeepers can receive training and certification through the QuickBooks ProAdvisor® Program.

A Great Bookkeeper is Experienced

Whether an independent contractor or operating through a firm, a great bookkeeper has experience – preferably in your industry and with the same accounting software you use. 

In terms of technology, you want someone who is familiar with (if not already an expert in) the accounting software you use. 

A Great Bookkeeper Wants to Build Their Business

A great bookkeeper understands your business, spots red flags, and recognizes opportunities for improvement and growth. A great bookkeeper will ask questions to allocate things correctly; he or she will want to solve problems and implement processes that offer you and your business the most value.

A great bookkeeper understands that by building your client’s business, they are bettering theirs. 

A Great Bookkeeper is Someone You Can Trust

More than qualifications and good references, the best bookkeeper is someone you can trust. They should be honest and transparent. They should be easy to reach via phone or email. Whether employed full time, their personality should mesh well with your company culture to ensure the best fit for both of you. 

Good luck!