Series: Working with a Virtual Bookkeeper, Part 3 – How to spot (and hire) a great bookkeeper

by | Jun 12, 2017 | Series, Virtual Bookkeeping

Now that we know what a virtual bookkeeper does (and how!) and how hiring one can benefit you and your company (reminder: huge ROI), now let’s talk about how to spot – and hire – a fantastic bookkeeper.

You can find virtual bookkeepers all over the internet but the best place to start is via personal referral. Start asking around and you may be surprised to find how many people already know or work with great bookkeepers. Another recommended referral source is professional organizations and groups, both online and off.

Once you’ve contacted a virtual bookkeeper, here are some things to look for to ensure you’re hiring someone who can really help take your business to the next level (aside from the requisite knowledge of how to enter and enter, report, and reconcile data):

  • They have experience with your business type: bookkeeping does not equal bookkeeping does not equal bookkeeping. The requirements and knowledge set for handling bookkeeping for a solopreneur with 10-15 expenses per month are very different from those for a chain of restaurants with upwards of 50 employees. Ensuring that your prospective bookkeeper is familiar with your business’ needs is crucial.
  • They can explain what the major financial reports are and what they mean: while it isn’t necessary that your prospective bookkeeper has a degree in accounting, they should be able to communicate basic accounting terms and concepts to you so that you are easily able to understand what these crucial reports tell you about the health of your business.
  • They understand and utilize accounting software to create a streamlined and efficient bookkeeping system: innovative accounting software and applications are revolutionizing bookkeeping practices. In order to stay current, it’s important to look for a bookkeeper who embraces the learning and implementation of applicable solutions.
  • They are excellent communicators: while it’s perfectly fine for your bookkeeper to be a quiet number-cruncher, they should be able to effectively communicate both questions and responses to your inquiries in a timely manner. This is particularly important when working with a virtual bookkeeper, as there is no face-to-face contact.

You’re now well-equipped to find a bookkeeper who is a great fit for your company. If you missed part 1 and part 2 of this series, please check them out for more information on what a virtual bookkeeper does and how working with one can help take your business to new heights.