Questions to Ask Before You Hire a Bookkeeper

Questions to Ask Before You Hire a Bookkeeper

Questions to Ask Before You Hire a Bookkeeper

If you own a business and want to focus on pursuing goals for future growth, hiring a bookkeeper can save you time and give you a more accurate picture of your company’s financial status. But when you’re getting ready to hire, you need to ask the right questions to find out if the bookkeeper you’re considering will be a good fit.

What Services Do They Offer?

Bookkeepers can differ in the types of services they offer, so do a proper research before you hire. Will they bill your clients for you? What kind of balance sheet reports can they prepare? Can they help you with financial planning? How will they handle tax time each year? Can you hire them on an as-needed basis? It helps to know ahead of time how your prospective bookkeeper usually operates.

Do They Understand Your Business?

You may want to ask the prospective bookkeeper how much experience he/she has working with your particular type of business. If you are running a company that sells musical instruments and the bookkeeper has only worked with auto shops, he/she may need some time to learn the unique aspects of your business. However, if the bookkeeper is conscientious and well-credentialed, it may be worth it.

What Are Their Credentials?

Bookkeepers may have college training, may be CPAs, or may be certified by the AIPB (American Institute of Professional Bookkeepers) or the NACPB (National Association of Certified Public Bookkeepers). Bookkeepers who are certified will have passed an exam that tests their competency and are expected to adhere to a code of ethics. They must also meet continuing education requirements to maintain this certification.

What Do They Charge and What Are Delivery Times?

You should be able to get a quote on a price for the bookkeeper’s services. It’s also very important to find out whether they deliver the work on time and whether they answer their calls and emails in a timely fashion. Finding information about their reputation from others or from online reviews may help you here.

Call to Schedule a Free Consultation With an Indiana Bookkeeping Accountant Today

If you are considering hiring a bookkeeper to organize your business’s finances, call to schedule a free consultation with an Indiana bookkeeping accountant today. The experienced professionals at the OnTarget CPA certified public accounting firm can help you get your business in top financial shape and will keep your private information confidential and safe. We serve the cities of Indianapolis, Carmel, Fishers, Zionsville, Avon and surrounding communities. Check out our website at or give us a call at 317-820-2000 and let us balance your business finances today.