Free guide
Your ultimate checklist: 20 questions to ask before hiring a remote bookkeeper
Save time, reduce stress, and increase profits with expert guidance.
Learn the key questions to ask before outsourcing your bookkeeping needs — and the answers that should give you pause.
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What's inside
Handing someone your books is an act of trust. These are the questions that surface how a bookkeeper actually works — before you find out the hard way.
- 01What experience and certifications do you hold, and how long have you been bookkeeping?
- 02Which industries and business sizes do you usually work with?
- 03What accounting software do you use, and will I have my own login?
- 04Who owns the file — me or you — if we part ways?
- 05How is your pricing structured, and what triggers an increase?
- 06Which services are included, and which are billed separately?
- 07How often will my accounts be reconciled?
- 08What reports will I receive, and when each month?
- 09What is your process for month-end close?
- 10How do you handle receipts and documentation?
- 11Will you work directly with my CPA at tax time?
- 12Who exactly will be doing the work on my account?
- 13What are your working hours and typical response time?
- 14How do you keep my financial data secure?
- 15What happens if you find an error in prior books?
- 16Can you handle payroll, and are you registered to file in my state?
- 17How do you handle AP and AR — and will you chase invoices?
- 18What does onboarding look like, and how long does it take?
- 19Can you provide references from current clients?
- 20What would make you tell me I am not a good fit for your practice?