What questions should I ask before hiring a bookkeeper?
The right bookkeeper becomes an extension of your business. The wrong one creates more problems than they solve. Before you hire anyone, ask questions that reveal how they actually work.
Start with scope of services. Some bookkeepers only categorize transactions and call it a day. Others handle reconciliation, accounts payable, invoicing, and reporting as part of full-service bookkeeping. Ask what’s included in their standard offering and what costs extra. If you need payroll or 1099 prep, find out if they handle that or if you’re on your own.
Ask about industry experience. A bookkeeper who understands nonprofits will know about fund accounting and restricted donations. Someone who’s worked with home service businesses will understand job-based tracking. Ask if they’ve worked with businesses like yours and what challenges they typically see in your industry.
Find out what software they use. Most bookkeepers work in QuickBooks Online or QuickBooks Desktop. If you already have a system, ask whether they’ll work within it or expect you to switch. Ask how experienced they are with your specific software and whether they handle setup if you’re starting fresh.
Clarify who does the actual work. Some bookkeeping services have the person you talk to during sales pass your account to junior staff or offshore contractors. Ask who will handle your books day to day and whether that person has experience with businesses your size. With small business bookkeeping on Long Island, you want consistency in who touches your books month after month.
Ask about turnaround time. How quickly do they close out each month? If you need financials for a loan application or quarterly tax estimates, waiting six weeks for last month’s numbers doesn’t help. Good bookkeepers close the books within the first two weeks of the following month.
Understand how communication works. Will you get a monthly summary or hear nothing unless there’s a problem? Can you ask questions throughout the month? Some bookkeepers offer dedicated support while others treat every question as billable time. Know what to expect before you commit.
Get pricing details in writing. Ask whether pricing is monthly, hourly, or based on transaction volume. Ask what triggers price increases. Some firms quote low but charge extra for every bank account, every reconciliation, every question. You want to know the real cost, not just the starting number.
The answers you get tell you more than any marketing page will. A bookkeeper who explains their process clearly, names businesses similar to yours they’ve worked with, and gives you transparent pricing is usually a safer bet than one who’s vague about any of these.
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