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What You Need to Know to Choose the Right Bookkeeper

Choosing a bookkeeper is a big decision that shouldn’t be taken lightly. It’s easy to go with your cousin, or the guy that your neighbor uses; but keep in mind that a bookkeeper will be the one responsible for handling and filing the taxes and guiding your financial practices to help your business grow. It’s worth the time and effort to do a little research and set up a few meetings with different bookkeepers to choose a good fit. With so many businesses in need of bookkeeping services in the Raleigh area, we want to share some information to help you find the right bookkeeper for your company.

Here are four things to consider when choosing a bookkeeper in Raleigh:

  • Client to bookkeeper ratio. You don’t want a bookkeeper who is too overloaded to be meticulous when it comes to your company’s bookkeeping. Ask how many clients the bookkeeper has. If they work with a team, make sure to know who specifically will be working on your account and get an idea of their workload size.

  • Specialization. While many bookkeepers work with a variety of businesses, it’s important to get an idea of their expertise. For example, if they specialize in small business, this may not be the right fit for sizable organizations.

  • Industry experience. Usually, bookkeeping practices are adaptable to most industries. But if your industry is unique, it might require specific tax and bookkeeping needs (ex. non-profit, international business, etc...) Make sure to select a company with centralized knowledge and experience so records are accurately done.

  • Personality. When hiring a bookkeeper, a business owner is giving access to and asking for help from someone who will engage with them through a financial journey. The business owner doesn’t need to hire someone who will be their new best friend, but it should be someone easy to trust, talk to, and get guidance from.

A bookkeeper will have a big impact on a business. Make sure you take the time to choose the right one for your specific needs. At Raleigh Bookkeeping, we are well-rounded, experienced, and ready to help! Contact us today with any questions or schedule a consultation today.

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