5 Tips for Hiring a Bookkeeper

5 Things to ask about when hiring an outsourced bookkeeper

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Closed Caption:

hi I'm to me swirl CEO and founder
your bookkeeper in this 4minute video I
will give you five things to look for
when hiring outsourced bookkeeper in my
business i heard a lotta par stories
from client
didn't know to look for these things in
the past so I'm hoping I can save you
from some similar bad experiences
the five areas I'm gonna highlight are
gonna be security
technology business model specific
experience
references all right let's get started
security
securities a huge issue we hear about
again the theft in
after employees things like that were
more often saying you need to know that
your financial
information secure ask the potential
bookkeeper
about somebody's issues without
revealing
what you're looking for see if they
already have some security measures in
place
things like this all documents
containing financial information should
be kept behind lock and key
and shredded when no longer needed
document should not go home
bookkeepers where non-secure individuals
could maybe get their hands on
original documents should be returned to
you
going to be PCI compliant
credit card information should not be
capped where can be accessed
either by human eyes or by our computer
hackers
well security system that they have on
the physical building
where your documents are going to be and
in fact what about the mailbox wear them
documents are gone awry is that
protected against theft
is the company behind it against
employee theft
we don't want to think about the things
that you need to protect yourself
has the bookkeeper or the bookkeeping
company provided you with the signed
confidentiality agreement what about the
employees have a signed copy 10 GI
agreements all right let's move on to
technology
a bookkeeper in these times should be
tech-savvy
there so many tools available that make
communication between the client and the
bookkeeper cell easy
things like electronic file sharing PDF
emailing reports and invoices and so on
remote desktop connections
just logging in good my PC agree
QuickBooks Online is a wonderful tool
be sure the person that you hire knows
how to
use these tools and takes full advantage
of them even if
you are not tech savvy make sure that
your bookkeeper is they can help
work with you a whole lot better if they
are all right now
the business model how long your
potential biz
bookkeeper has been in business and
whether or not it's their primary source
of income
it is a lot of people out there that
know a little bit about how to use
QuickBooks program
and no advertise their skill to make a
little side money but you should hire
someone that you know is a professional
and somebody that's gonna still be
around
after while some of these people decided
no longer wanna be bookkeepers and then
you're out of work
hiring a bookkeeping firm rather than an
individual
is a safer bet then you can be assured
of continuity
and availability when you need them how
about experience
just a potential bookkeeper have a wide
range
experience with different types of
companies or with companies like yours
there are varying ranges and bookkeeping
skills that may be needed depending on
the kind administering you have
things like knowing how to do the job
costing for contractor or
knowing about state mandates for
non-profit entity
and lots of others make sure that this
person
is up to the task you don't want them
learning on your dime
finally references
a reputable bookkeeper will have clients
who are willing to be
references for them you should go to
call those people and ask things like
is your account satisfied with the way
bookkeepers doing the work
to do you feel like your bookkeeper is
prioritizing you and the work
try to get the flavor for the confidence
they have
in their bookkeepers competence and
integrity
also how user-friendly is the bookkeeper
I hope these tips will help you to
discern who should
and would being good bookkeeper for you
and who wouldn't be a good one
here your booking for we've taken the
time to put these
and many other things that are benefits
to you the client
in place please visit us at one 8662
books dot com
till next time this is Danny swirl and
I'm your bookkeeper
happy hiring