What Makes a Good Bookkeeper?

HIRING A BOOKKEEPER

Jay Mims

6/30/20242 min read

Bookkeeping is an essential aspect of managing any business. It involves recording and managing all financial transactions to ensure accurate financial reporting. Bookkeepers can save you time and effort by taking on this task and providing you with financial reports that help you make informed business decisions. When choosing a bookkeeper for your small business, consider the following key qualities and attributes:

What experience should they have? Look for a bookkeeper with relevant experience in your industry or with businesses of similar size and complexity. They should have a solid understanding of accounting principles and practices. If they use QuickBooks as their bookkeeping software they, should be QuickBooks Pro Advisor Certified.

Accuracy and Attention to Detail: A good bookkeeper must be meticulous and detail-oriented. They should have a track record of producing accurate financial records and minimizing errors.

Organizational Skills: The ability to organize financial data efficiently is crucial. A competent bookkeeper should manage receipts, invoices, and other financial documents in an orderly manner.

Software Proficiency: Familiarity with accounting software such as QuickBooks, Xero, or other industry-standard tools is essential. They should be able to efficiently navigate these platforms and leverage their features.

Communication Skills: Effective communication is key, as the bookkeeper will need to interact with you, your accountant, and potentially other stakeholders. They should be able to explain financial information clearly and respond promptly to queries.

Integrity and Trustworthiness: Since bookkeepers have access to sensitive financial information, integrity is non-negotiable. They should adhere to ethical standards and maintain confidentiality.

Problem-Solving Ability: Financial discrepancies and challenges may arise, and a skilled bookkeeper should possess problem-solving skills to identify issues and propose solutions.

Analytical Thinking: Beyond data entry, a good bookkeeper should have analytical skills to interpret financial information, identify trends, and provide insights that can help improve business operations.

Commitment to Professional Development: The field of accounting and bookkeeping is constantly evolving. A proactive bookkeeper should demonstrate a commitment to ongoing learning and staying updated with industry trends and changes in regulations.

References and Reputation: Check references and seek recommendations from other small business owners or professionals in your network. A positive reputation and testimonials can provide valuable insights into the bookkeeper's reliability and competence.

Finding the right bookkeeper for your business involves assessing their technical skills, communication abilities, integrity, and overall fit with your business's needs and culture. Taking the time to find a qualified and trustworthy bookkeeper can greatly contribute to your business's financial health and success.