Five Tips To Find A Great Bookkeeper
When it comes to taxation, everyone has to handle it whether they are an individual, an independent company, or a thriving business. There are a few rules that they have to get through to make sure everyone is on the same page, and while these might be similar across the board, there are a few variations when it comes to getting through the process.
When we handle the bookkeeping process for our clients, we make sure we provide them with some value add other than the service. We also work on creating processes and teaching them why we are handling specific tasks in the way that we do. We have some clients who handle their own books because they find that easier than giving them to us, and we explained the minor changes they would have to get through. We are then in a better position to get through the process and provide them with the requirements they need to make the changes they look for. When it comes to tax season, these books save a lot of time, and we can get through a process that much faster.
If you are looking for a better understanding of what you should look for when picking a bookkeeper, consider the following pointers that we mentioned below. You always want to make sure you went through the correct information when picking someone. Otherwise, you would have to switch, and that can be challenging when getting through challenging processes. Making changes after committing to one company is not impossible but can be challenging and take more time.
Tip #1: Knowledge and education
While there might be many who learned everything that they need to know about bookkeeping by themselves, you should only work with professionals who you can trust with the process. When it comes to taxation, many handle their taxes themselves along with their bookkeeping and other changes. However, it is always better to work with someone who only focuses on taxation because they know all the minor changes to the process, places where you can make changes to an entry and receive a deductible, or even get a high rebate if an item were classified better.
Tip #2: Professionalism
You always want to work with a very professional team when it comes to the way they handle various processes. You should trust them when you get through a process, and you should know the information or other details that you passed are safe. You should also trust that they will handle everything on time, meet deadlines, and even tell you if they face any challenges when getting through a process.
Tip #3: Communication
The person handling your books would know more about your finances than anyone else. You have to make sure you trust them when getting through a process and always consider your best intentions. There are other challenges they have to get through when going through the process, and you have to make sure that those are done properly. You should be able to ask as many questions as you want, and they should be open to providing you with the information, without making you feel unsmart for asking them. The team that you are working with should have you in the loop if you want to be and provide you with all the information you need to get through a process.
Tip #4: Great references
When you decide to work with anyone, you have to make sure that you know what you are getting into. Some companies are great on paper and have an amazing website with some good testimonials. However, you should always talk to the people who worked with them in the past. Additionally, consider going through reviews on Google because you can edit the ones put up on the website. There are other changes you have to get through as well, and the whole point was to talk to the right people to better understand the process they were working through.
Tip #5: Availability
With a lot of the bookkeeping firms that we are working with, they are so swamped with work that they are not available to take on any more. Another challenge we face is coordinating schedules when both teams are working independently, which can be challenging. You have to make sure that they are always available to assist, and someone from the office can always answer the phone and answer any of the questions you might have for them.
If you are looking for assistance when it comes to getting a good bookkeeper, consider working with us at ALL-PRO Bookkeeping & Consulting Ltd.. We are a Bookkeeper in Calgary, Alberta, and have been assisting clients with their bookkeeping needs for more than 25 years. We work with small to medium-sized businesses and in a wide range of streams to get them through the process. We customize our services to suit your needs, from an independent number of meetings to weekly, semi-monthly, monthly, quarterly, or annual bookkeeping services. If you want a better understanding of the services that we offer, please click here. If you want to connect with us or think we can assist with what you are looking for, please click here.