The one question I get asked above all others is “How do I choose a bookkeeper?”. Plenty of people list bookkeeping and QuickBooks as a skill on their resume, but how do you know they can really keep your books?
Obviously, confirming their work history with reference checks is a good starting point. Ask questions about their bookkeeping skills, not just the usual “Was she a good employee?” or “Would you rehire him?”. Ask as to the condition of the books at year end. Was the CPA able to prepare the tax return with a minimum of work to the books, or did the CPA have to spend hours just figuring things out before he could even begin preparing the return? Is the company able to get useful reports from the books? Was the bookkeeper able to accurately reconcile the bank and credit card accounts each month?
In Part 2, we’ll discuss testing and certifications you should require when hiring a bookkeeper.