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TIP #5 - How to choose a [good] bookkeeper?

Posted on 17 September, 2019 at 10:45

Next 3 reasons why working with a professional bookkeeper is important!

Choosing a [good] bookkeeper should be like choosing any other expert - through research, credibility, trust and integrity. You need to make sure that your Bookkeeper is:

5. Goes the extra mile - All of our clients' books are always reconciled and matched down to the last penny - you will never find any discrepancies!

Do your books always match? We have seen hundreds of cases where our clients either did the reconciliations on their own (rarely because it is a very tedious task), or trusted a bookkeeping "specialist", but the reconciliations were off not by a few dollars, but by a few thousand dollars! So, ask yourself - do you want to work with someone you can trust will balance your books down to the last dollar, or someone who may not care because they are working with a tight deadline and will do whatever they can/want just to close the book and get it over with.

6. Present and Available - You will not talk to a machine or wait days for someone to answer a simple question. Our staff is always available!

Customer Service is EVERYTHING in EVERY business. If you provide amazing and humble customer service to your clients, wouldn't you expect the same service from your service providers - like your bookkeeper and your accountant? Sometimes, people who work with numbers all day long forget that there is a person on the other side of that spreadsheet, but there is. There is a person with a family, there is a person with bills that they have to pay, there is a person with dreams and hopes for themselves and their loved ones. And, if your bookkeeper doesn't take all of that into consideration but looks at you as just a number, would you want to continue working with them?

And, as much as technology is evolving and is "simplifying" everything in our day to day, at the end of the day, it is still technology. And, technology has bots and spiders and errors that may delay your business, or worse. To ensure that doesn't happen (or happens as least as possible) you want to work with a firm that has a team of competent professionals that will be there for you at every stage of your business!

7. Knows the details but can simplify the results - unless you want/need to know all the nitty gritty details, we will make your life as easy as possible!

Let's admit it, you hire a bookkeeper because you are looking for an expert in the field. Otherwise, you would have been doing it yourself. But, you have a business to run. Since you have a business to run, you are busy, and the last thing you want is to spend hours in a meeting with your bookkeeper trying to understand what the difference is between a Trial Balance, a Balance Sheet, and a Ledger. What you want is end-results delivered to you in a quick and simple format. So, make sure that you are working with someone who knows how the vehicle is built, but can show you where the gas and the brake pedals are; if something breaks, you can be confident that they will fix it.

All said, here are just a few reasons why you should work with YAD Ontario for your Bookkeeping needs!



 

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