Hiring a bookkeeper isn’t just about finding someone who can punch numbers into QuickBooks. It’s about finding the right fit for your business—someone who can keep your finances in order and help you actually understand what those numbers mean.
If you’re thinking about bringing in bookkeeping help, here are five smart questions to ask (and what the answers can tell you).
1. Do you understand my industry or business type?
Bookkeeping rules are pretty standard across the board—but your business isn’t. Maybe you’ve got seasonal sales swings, unique expense categories, or industry-specific quirks. While any good bookkeeper can manage your books, it’s a bonus if they really get your business. That way, they can spot trends, catch potential issues, and provide insights that actually make sense for you.
2. How will you communicate with me?
Every bookkeeper has their own style. Some like quick texts, others stick to email, and some prefer scheduled check-ins. There’s no right or wrong way—it just has to work for you. The key is knowing how often you’ll hear from them and in what format, so you’re never left guessing about where things stand.
3. What services are included?
“Bookkeeping” can mean different things depending on who you ask. For some, it’s just categorizing transactions. For others, it includes reconciliations, financial reporting, sales tax tracking, or even payroll. Always ask what’s covered in the package (and what’s not). That way, you won’t run into surprises later.
4. How do you keep up with changes in bookkeeping and tax rules?
Small business finances don’t stay the same forever—tax laws shift, QuickBooks rolls out new features, and best practices evolve. A great bookkeeper makes it a point to stay current so you don’t have to stress about missing something important. Ask how they stay up to date, whether it’s through training, certifications, or ongoing education.
5. How will you help me understand my numbers?
At the end of the day, bookkeeping isn’t just about recordkeeping. It’s about helping you make smarter business decisions. A strong bookkeeper won’t just hand you reports—they’ll walk you through what the numbers mean and how you can use them to grow your business. This is the real value of having someone in your corner.
Wrapping It Up
Finding the right bookkeeper isn’t about checking boxes—it’s about finding a partner who makes your financial life easier and gives you peace of mind. Asking these questions will help you figure out if someone’s the right fit for you and your business.
Because let’s be honest: your time is better spent running your business, not worrying about whether your books are in good shape.