The Art of Working with A Bookkeeper

You have decided to hire a bookkeeper. Congratulations because you now have more time to earn money in the business. So, make sure the money is worth it! Here are the seven things you should do when you start working with the bookkeeping.

Share your vision and share yourself

Tell your bookkeeper why your business has started. Talk to him about your product or service. Tell him what you think of separating the company from the others available in the target market. Share your five-year vision, for example, how much money you want to make in your business, as well as the introduction of new products/services. The more the bookkeepers understands the vision, the more he feels like a member of his team. This means that your bookkeeper will help you and make your life easier.

Get in touch with the money side of you

Your bookkeepers need to know how you have worked with your books previously. Consider answering these questions and discuss your answers with your bookkeeper: Have you ever tracked your professional or personal expenses? Do you think this is boring? When you process revenues and expenses, how often do you follow them? Does dealing with your money affect you? Have you found difficulty in dealing with money in the past? Are you the person you want, or do you just want to know from the bottom?

Tell your bookkeeper how you want your financial information to explain to you

Let’s say it’s time to get acquainted with the quarterly profit loss report. Do you want the report emailed to you? Do you want to do it in an Excel spreadsheet? Do You want to see all the numbers and only the bottom line? Do you want your bookkeeper to come to your office and tell you about your business with you? Also, decide where the information is too large. In other words, you must inform the bookkeeper of what you want and what you want to communicate.

Introduce your bookkeeper to your accountant so they can better serve you

The Better your contact with your accountant and bookkeeper, the better your life will be. This is a great way to have control and balance your bookkeepers. Tell your CPA about the services that bookkeeper will provide and ask your CPA to periodically evaluate the bookkeeper’s work. Have a conference call or face to face meeting with your accountant and bookkeeper at least twice a year. Do a review of your financial statements together. Make sure that your CPA will be able to work with the software that your bookkeeper uses.


Some bookkeepers offer hourly rates while others offer monthly packages. Identify the amount you can afford every month, and then tell your bookkeeper to notify you when you have reached your monthly limit. And make sure you are not paying for services that you don’t need.


However, have your bookkeeper thought you how to run a few simple reports. You don’t have to be a bookkeeping ninja, but it makes sense not pay for something that is simple to do. The first report that I recommend you learn how to do is your profit/loss report. It’s always good to know how your business is doing from revenue, expense, and profits perspective.