You’ve decided to employ the services of bookkeepers in Brisbane, QLD. Congratulations, because you will now have more time to concentrate on growing your firm.
So let’s make certain that you receive your money’s worth! When you hire a Darcy Services Brisbane bookkeeper, there are several things you should do.
Share Your Ideas, Share Yourself
Tell your bookkeeper why you started your company in the first place. Inform him or her about your goods or service. Tell him/her what you believe sets your organization apart from the competition. Share your 5-year vision with him, including how much money you intend to generate and how you plan to offer additional products/services.
Your bookkeeper will feel more like a team member if he or she understands your vision. That means your bookkeeper will go above and above to assist you and make your life easier.
Get in touch with your financial side
Your bookkeeper will need to know how you handled your books previously. Consider your replies to the following questions before discussing them with your bookkeeper:
- Have you ever kept track of your personal or business expenses? Or does just thinking about it make you feel sick?
- How often do you track your revenue and expenses if you have done so?
- Do you find it difficult to manage your finances? Has dealing with money been difficult in the past?
- Are you a stickler for details? Or are you only interested in the bottom line?
Tell your bookkeeper how you wish to be informed about your finances
Assume it’s now time to go over your quarterly profit and loss report. Do you want the report sent to you through email? Do you want it in a spreadsheet format? Do you just want the bottom line and don’t want to look at all the numbers? Do you want your bookkeeper to come to your workplace and discuss the state of your company with you?
Decide when all of this financial information becomes too much to handle. To put it another way, you must tell your bookkeeper how much information you require and how you wish to communicate.
Your bookkeeper will require access to your financial documents, such as credit card and bank account statements. Will you provide your bookkeeper with online access or will you send him/her duplicate statements in the mail?
Here’s the lowdown. Most bookkeepers prefer online access so they can see your financials right away. You’re probably concerned about the safety of this. This is when the element of trust comes into play. Before you hire a bookkeeper, seek at least two or three references. I’d also look into running a background check. Some bookkeepers hire others, so I’d inquire if they conduct background checks on their own staff and what safeguards they have in place to protect you.
Bookkeepers work in a fairly commoditized industry. As a result, some will err on the side of caution and provide extensive financial, legal, tax, and insurance advice. Obtain a second opinion from your tax, legal, or financial professional, even if they are trying to look out for your best interests.