It can be a struggle to find the right bookkeeper

Do you know what to look for? Here’s our guide

Bookkeeping is a professional service. You should feel confident that you’re getting the right support for your business.

Bookkeeping and accounting has changed in the last few years.

The rise of cloud-based accounting software has transformed the accounting world of ledgers and spreadsheets into a digital kingdom of software apps, plugins and platforms – and a new breed of financial professionals have emerged.

These days, having a certificate in bookkeeping isn’t enough. It’s about being hands-on with cloud-accounting software, often teaching these digital methods to the business owners themselves and being able to problem solve across a variety of apps and platforms.

Bookkeepers should be tech-savvy, forward thinking accounting professionals who have worked in growing businesses before.

One size doesn’t fit all – you need the right person that suits you.

Tech-savvy – get the most out of Xero and the best apps and plug-ins

Here’s our top 5 tips to help you find the right bookkeeper for your business:

1. They will be tech-savvy

The modern bookkeeper is a tech-savvy accounting professional; able to confidently navigate their way around your cloud-accounting software and integrate it with best apps that work for you. Ideally, they should be actively investing some of their time testing out the last apps to get an idea of what’s on the market and how it can benefit your business.

2. They will know their accounting

A good bookkeeper will be a faithful accounting geek at heart, and they should have some formal certificates to back-up their skills. They will know their debits and credits in the blink of an eye, and will confidently be able to record your assets, liabilities, income and expenses correctly in your books.

3. They will learn your communication style

Bookkeeping is a finicky business. It’s true. And business owners may not realise how much importance can lie in the small details. Bothering you for bank statements and asking if you’ve got that receipt for £30 so they can claim back the VAT is standard behaviour. Therefore, it’s key that your bookkeeper should be someone you can build a rapport with – so they can approach you easily to ask for the things they need.

4. They will ask about the business and report

A proactive bookkeeper will take an active role in the business. They will be interested in your industry and pay attention to the operations of the business. Knowing what the business needs will allow them to report proactively – providing reports in a format that suits you.

5. They will save you time and money

The little nugget of extra value here – they really can make your business more efficient. Remember, us bookkeepers are massive nerds when it comes to organising stuff. Keeping things organised is our goal. If you ask them, your bookkeeper will probably be brimming with ideas suggestions and ideas for speeding up the administration – and that, for you, is money and time saved.

Finding the right bookkeeper for your business is an important decision. We work with award-winning companies and SME’s across Cornwall – if you’d like some guidance or support with your bookkeeping, then get in touch.

More Information

We work with fast-growing businesses and SME’s across Cornwall providing expert services in bookkeeping and financial administration.
Licensed and regulated by AAT to provide bookkeeping services under licence no: 1003570.
Contact Us
01326 727 112 
hello@foxcleverbookkeeping.com