How to choose a really good bookkeeper

Choosing a bookkeeper is just like hiring any other professional to help you in your business, whether an employee, subcontractor, or lawyer. You have tasks that you need to delegate, so you look for someone who is both suited to the task and who fits well in your business. Here are some specific recommendations for choosing a Really Good Bookkeeper.

 
First, look for standard qualifications: education, experience, and so forth. Of course you will see their education, certifications, professional memberships, etc. and check their references. In addition, however, consider the following:

• Your accounting system. If you use a custom software package with your business, or a less popular software (dare I say Peachtree?), make sure that your prospective bookkeeper is equipped to handle it.
• Your industry. Is it important that your bookkeeper understand the ins and outs of your particular industry?
• Your problem. Are you hiring someone to deal with specific problems in your accounting? Look for someone who has experience handling situations like yours.

Second—and this is something I’m afraid a lot of new business owners overlook—you need someone who will be a bridge. Your bookkeeper will be the bridge between you and your CPA, or you and the tax man, and it is just as important that they communicate well with you as with your CPA and the IRS. They need to speak your language effectively and also understand the accounting or tax principles that apply to your situation. Watch for these things when you interview a prospective bookkeeper:

• How interested are they in understanding your specific business needs? Do they listen well?
• Are they as concerned about your business’ success as about helping you be compliant?
• Are they looking for ways to streamline and simplify your accounting?
• Are they actively looking for ways to provide you with better information about your business finances?
• Do they have experience working with CPA’s and/or the IRS and other tax authorities?

Last, a bit of personal advice. Anyone who is protective about their expertise will not serve you or your business in the long run. Look for bookkeepers who love what they do and who will take personal pride in seeing your business succeed.
 
Good luck in your search!