QuickBooks® for Contractors Bookkeeping Tips & Training

Hiring a Bookkeeper or CPA

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So you are ready to hire a bookkeeper or CPA to help you with your business and your books. Congratulations! We all know what a struggle it is to “try to do everything” yourself, and it almost goes without saying that as a busy contractor, we also know that time is best spent on the job and not in the office handling paperwork.

Before you hire someone to handle your books or your taxes, check their skills and lay the ground rules to make sure that you are getting the right person for your business and never make the big mistake of just “turning” it all over to someone (no matter how enticing that idea may be). Always keep an eye on what is going on.

This article will provide you with tips to:

  • Define your own expectations and needs
  • Things to keep in mind when looking for a bookkeeper, ProAdvisor, or CPA
  • Define expectations to set for your bookkeeper

If you want your company to truly function in a profitable way, it is critical that you set expectations for your bookkeeper before you bring them on board. Good financial records are fundamental to the success of your business. If you can not rely on your books–or your bookkeeper–then how are you going to know where your business is headed? Set these expectations for your bookkeeper so they will be a successful part of your team. You will be setting your business up for success.

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2 Responses to Hiring a Bookkeeper or CPA

  • Thank you for the very thoughtful compilation of info! I hope to utilize your excellent expertise to help a very good family business.

    • Desiree
      Thanks so much for taking the time to leave a comment! I’m glad you found this article to be helpful. Finding and hiring a really good bookkeeper or CPA is such a difficult task. Best of luck 🙂

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About Your Host:
Nancy Smyth, Certified QuickBooks ProAdvisor

Nancy Smyth, Sunburst Software Solutions, Inc.
QuickBooks Construction & Payroll Expert


I've been using and supporting QuickBooks products since the early 1990's. I've worked with thousands of contractors, assisting them with QuickBooks setup, Certified Payroll Reporting requirements, AIA Billing and Weighted-Average Overtime.


QuickBooks is a powerful product, but learning how to use it in your construction business can be difficult. I hope you find resources available here to be helpful.

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