How do I Choose the Best Personal Bookkeeper?

Choosing a good personal bookkeeper may be as difficult as reaching the realization that you need one. Avoid the mistake of trying to simplify the task by hiring someone you know without due consideration. Also avoid accountant services from anyone with a questionable character. Make sure the personal bookkeeper you choose is recognized by a professional organization and that he or she has adequate time to devote to your finances.

Before making a decision to hire someone who is close to you, think about it carefully. Choosing a personal bookkeeper based on the existence of some other type of relationship between you is not always a great idea. If you are considering this, especially if the individual is a relative or close friend, take note of how he or she handles monetary interactions with you in informal situations. Certain behaviors, such as never paying back small loans, are indicators that the individual may not be the best bookkeeper for you.

Do not make your decision believing that you are not responsible for what your personal bookkeeper does. If you know that an individual has a shady reputation, steer clear of him or her. Even if you have to pay more for services elsewhere, know that it is very likely that you can be held criminally and financially responsible for the actions of your personal bookkeeper. Also make sure your personal bookkeeper is certified or registered with an organization that legitimizes him or her. It is best if the bookkeeper is recognized locally.

Choose someone who can provide an adequate amount of time. You may not be able or have a need to employ your personal bookkeeper full-time, but make sure that her workload elsewhere will not jeopardize the work that she does for you. To help you assess the manner in which he will treat you once you become his client, take note of the treatment that you receive as a potential client.

Avoid overpaying for services or paying for services that you do not need. If you have a small operation with fairly simple bookkeeping needs, there is little reason to submit to the extravagant prices of a prestigious firm. Sometimes small-scale businesses are best served by other small-scale business. Likewise, you do not need to boost your costs with services that you are told are beneficial because they will be in place as you grow. Choose only services and the amount of service that is necessary for your business in its current state.