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Is Your Bookkeeper Good or Great

21 Mar Is your bookkeeper good or great?

Posted at 23:38h in Bookkeeping, Business Process, Customer Service, Finance by
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How do you know if your bookkeeper is good or great? Here are a few attributes that any good bookkeeper must have to be effective:

  1. Trustworthy & ethical
  2. Organized
  3. Possesses strong technical knowledge
  4. Is a good communicator
  5. Knows what they don’t know (refers you to your CPA)

In addition to the list above, here are additional traits that make a good bookkeeper a great resource and an effective partner in your business:

  1. Process driven
  2. Efficient
  3. Active listener
  4. Life long learner
  5. Sees the big picture
  6. Understands business tax deductions
  7. Works well with your CPA and other members of your team
  8. Keeps your priorities on track
  9. Understands your industry

 

Don’t forget to consider your personal business style when selecting a bookkeeper or bookkeeping service. Will you will look at financial statements sent to you via email without interaction, or do you need someone that will meet with you in person to be sure you are clear on what the numbers represent?

Please remember clear expectations are key to a successful partnership with anyone. Be sure that you communicate what your minimum requirements are to your bookkeeper. If your bookkeeper is not exceeding the expectations you have set, schedule an appointment with us to discuss how PRESAGE provides you with more – not just inputting of your historical transactions, but someone who can make recommendations for improvements to your current business processes.

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Linda Porreca
linda@presagefinancial.com


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