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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4 thoughts on “Hiring a Bookkeeper or CPA

  • Desiree

    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 🙂

  • You made a good point when you said I should check the skills of the CPA before hiring them to ensure they are the right choice. You wouldn’t want to make the mistake of trusting someone who can’t handle your bookkeeping. I plan on opening a small company with my brother soon. We both want to hire a CPA for it, so thanks for the tips.

  • I manage a small retail business, and since I’m not quite familiar with tax documents, I need help in bookkeeping our finances. Thanks for letting me know that good financial records help businesses succeed so it would be best to hire a trustworthy bookkeeper to help you with the necessary paperwork for your finances. I’ll keep this in mind and look for bookkeeping services I can hire for my store.

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