3 Questions To Ask an Outsourced Bookkeeper

Outsourcing your bookkeeping can take a lot of stress and work off your plate, as you can hand it to qualified experts, whether it’s for personal or business needs. Finding those experts requires asking various questions because not all bookkeepers are equal. Remember these questions to ask an outsourced bookkeeper so that you can hire the perfect professional for the job.

What Is Your Industry Experience?

Your bookkeeper shouldn’t be coy about their years of experience in the industry. They should be proud to tell you how long they’ve been around so that you can have more peace of mind knowing they have the experience you seek.

Suffice it to say that you don’t want a novice overseeing your books—you want someone who knows the industry inside and out, with decades’ worth of experience. Moreover, the expertise and feedback from your bookkeeper can help you build better business strategies for your company, so you want an expert who you can trust by your side.

When Will I Receive My Reports?

This essential question to ask an outsourced bookkeeper will help you set expectations so that you’re not waiting around for financial reports without a due date. That said, it may not be a solid due date, but a window of time in which you can expect the reports. This option is viable, but you should know that’s the structure you’re investing in. Either way, asking this question will help you understand the structure of the bookkeeping service so that you can plan your schedule accordingly.

What Services Do You Offer?

Bookkeeping services can include various activities depending on your needs. For example, at Accutax Business Center, our outsourced bookkeeping services are available in three different packages. Maybe you need only the basic package, or maybe you want to move to the deluxe package for corporate tax returns and services not included with the basic plan.

This question is important no matter who you’re working with—you should understand what your bookkeeper can do and what other services you can add to your plan. That way, you can find the best bookkeeper for your needs, whether it’s for your personal life, business, or both.