"When personal service and affordable value are your expectations"

Choosing a Bookkeeper

Trust is extremely important when choosing someone to handle your bookkeeping and payroll needs.

So how do you choose someone you can trust? Here's a quick checklist of points to consider when looking for a bookkeeper because all bookkeepers are not created equal!

What You Should Ask a Bookkeeper

  1. What nationally recognized bookkeeping/accounting certificate(s) do you hold?
  2. How many years of bookkeeping and payroll experience do you have?
  3. How many years have you been in business?
  4. Have you worked for a diverse range of businesses?
  5. Are you bondable and insured?
  6. How much and how do you charge? (hourly or flat fee?)
  7. Can you handle tax preparation as well as software training if necessary in the future?
  8. Are you familiar with at least one small business accounting software package (e.g. Sage (Simply Accounting), QuickBooks)?
  9. Do you undertake regular educational upgrading?
  10. Are you conveniently located? Can you pick up and drop off paperwork? 
  11. Do you have accounting experience?
  12. Are you registered with the Better Business Bureau?

What a Bookkeeper May Ask You

  1. Do you keep your receipts reasonably organized? (Remember, the more organized you are, the more money a bookkeeper can save you when recording your paperwork)
  2. Do you have the resources or enough cash flow to pay your bills, and your taxes, in a timely manner?
  3. Do you see the value in having a bookkeeper handle your bookkeeping and payroll needs?
  4. Are you helpful and communicative or are you evasive when asked for more details?
  5. Is it important to you to keep good records and have no mysteriously disappearing paperwork?

How Do I Find a Bookkeeper?

Finding a list of bookkeepers that can help you with your bookkeeping or payroll needs is easy. Just check the Yellow Pages or the Yellow Pages online directory or find out why Gail K. Perkins Inc. may be the right choice for your bookkeeping, payroll and/or tax preparation needs.