13 December 2022

What questions should I ask a bookkeeper?

A bookkeeper is someone who is responsible for keeping financial records organised and up to date. Bookkeepers also play a critical role in maintaining the integrity of a company’s financial records and helping to ensure its financial health.


If you are looking for a bookkeeper, try the following questions to get the conversation started:

  • How often would you reconcile my bank and credit card accounts?
  • How would you keep track of my income and expenses?
  • Do you have a system for tracking invoices and payments?
  • What accounting software would you use or recommend?
  • What is your experience in preparing financial statements?
  • What is your experience in managing payroll?
  • What is your experience in dealing with taxes?
  • What other bookkeeping or accounting services do you offer?
  • Do you have any questions for me?

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