3 Questions To Ask When Hiring A Bookkeeper

3 Questions To Ask When Hiring A Bookkeeper

Do you know the right questions to ask when hiring a Bookkeeper?

Is this you?

You’ve spent countless hours, days, and maybe years building your business to get to the point where you need to hire a Bookkeeper. 


That’s an amazing accomplishment and one you should celebrate!

However, instead of celebrating you feel overwhelmed and confused about the hiring process. Worried you won’t choose the right person, ask the right questions, and put your business behind by investing in the wrong bookkeeper.

We get it. 

There’s so much that goes into hiring the right Bookkeeper that we created this blog post and a guide just for you!

Not all bookkeepers are the same. Set your expectations, get clear on your needs and what you need them to do.

Before you start googling Bookkeepers and setting up appointments take this advice from a veteran bookkeeper. Someone who has conducted numerous discovery calls, interview appointments, coffee chats over her many years of being a bookkeeper … you need to answer these 3 questions before getting on any calls. 

  1. Do you just want someone to take care of your daily transactions or just review how you categorize them?
  2. Do you expect guidance with budget or expenses/investment decisions or someone with more of a passive role?
  3. Do you want someone to walk you through your monthly financials and make suggestions or just have reports sent to you monthly and you interpret the data? 

All of these are things bookkeepers can do but writing out your expectations and communicating them clearly during the interview process is so important to finding the right fit for your business 

Why do you need to know the answers to these questions? 

Having the answers to these questions will allow you to have a clear picture of what services you need, allow you to stand firm in your needs during a service up-sell situation, and filter out service providers that don’t provide the services you need right away from their offerings. 

In other words, knowing these answers will save you time and time is money. 

Great bookkeepers protect their clients.

Once you have the answers to those 3 questions above and have some interviews scheduled you need to know what questions to ask during the interview process. There are so many questions you can ask … but how do you know if they’re the RIGHT questions to ask?

Don’t stress! We’re giving you the 3 MUST ASK questions right here.

  1. What are your qualifications?
  2. What software do you use and who will own the file/data?
  3. How do you communicate with your clients?

These 3 questions will give you a good look into their background, their training, if their workflows will work for you, if the software will work for your budget or industry … they will give you a lot of insight.

There are of course many more questions that should be asked during the interview process and we’ve outlined 20 of them in our bookkeeper hiring guide! This guide will not only walk you through the interview process of what to ask potential bookkeepers, it will also help you organize your interviews, keep the answers organized and help you easily make the most informed decision on the best bookkeeper for your business!

Get yours now while it’s still free here!

Scroll to Top