Hiring a Bookkeeper
Are you ready to make one of your first hires? Most business owners first want to hire a VA or an assistant of some kind. If this role doesn’t include bookkeeping, then the next role you hire probably is your bookkeeper.
Most business owners love doing what they’re good at and they don’t typically like to handle the details of the money. That is 100% ok. Everyone has their strengths.
You want to have your ducks in a row before you hire.
Enter the Hiring a Bookkeeper PDF.
This is a great resource if you are wondering what information you need to get together before you hire.
It’s a 5-page PDF you can download from my Etsy Shop here -> https://etsy.com/shop/LGMBookkeeping
The first page is a cover letter from me. 🙂
The second page is called your Bookkeeping Process Overview.
You’ll want to have this filled out for your bookkeeping before they start so they can get an idea of the processes you use, accounting systems you have in place and other important information. This page will be for them to have as a quick reference so they can dig deeper into questions they have.
Also, if you don’t have all of the information together as a business owner, you’ll want to have this information on hand as well.
The third page is the Information to send to your bookkeeper
Most of the items will be written out by you. You’ll want to have a word document of these processes, but don’t overcomplicate it! Nothing fancy is necessary here, just some necessary information written out for your bookkeeper to reference.
Your bookkeeper will probably ask about all of these processes anyway if they are being paid to complete them. Be ahead of the curve and have this information ready so they have a shorter lead time of taking these tasks off of your plate.
The fourth page is the Questions to Answer Before You Outsource.
You’ll want to go through this BEFORE you outsource your bookkeeping, hence the name on the top of the page. These questions will make you think through how much access you want to give your bookkeeper, what tasks you want them to complete, what information you want from them, how often you want information and so on.
Not all bookkeepers offer the same services. Before you get into a lengthy conversation with someone, you’ll want to know what you need as a business owner and be up-front with that information.
The last page is the Responsibilities List and probably the most important page in this document for long-term success with your bookkeeper.
This is a list of responsibilities that are typically taken over by your bookkeeper. You’ll want to fill in the extra blanks with tasks specific to your business and write beside each task who is responsible for it. If you expect your bookkeeper to be paying the bills and your bookkeeper expects you to handle that and it’s never specifically stated, then you’re in for a world of problems. Go ahead and be extra clear on each task who is responsible for what.
That is the overview of each page! I hope as you’re beginning this hiring process that you find the perfect fit for your business.
You can purchase this PDF on my Etsy shop: https://etsy.com/shop/LGMBookkeeping
Thank you for considering purchasing this! If I can answer any questions for you, feel free to e-mail me Lydia@dacbalance.com.