Questions you MUST ask before you appoint a bookkeeper…

Ray Stewart Bookkeeping, General 1 Comment

The decision to let go of your business bookkeeping is not one that people take lightly, after all, you are letting a stranger into the inner sanctum of your business and private life, and your finances.

So how do you know that they are trustworthy, responsible, discrete, accurate, professional and competent?

Most employees or subcontract service providers you take on are there to provide a relevant service for your business and it is quickly apparant when they cannot perform. For instance, a salesman who upsets all your customers, a secretary who can’t keep a polite tongue in their head under pressure, a worker who cannot get to grips with a process…

But bookkeeping is unique. 99% of business people don’t know the first thing about it and simply muddle through. Because it is outside of such a high percentage of business people’s comfort zone, there is a considerable positive attraction in getting someone to deal with this time consuming, tedious and mysterious side of their business. But how do you assess if they are likely to perform well, or make a complete hash of all your records?

So when looking for a bookkeeper, or a bookkeeping service, here is a simple list of questions to start with……

1. Are they experienced in their craft and able to give you current businesses to ring to test out their claims?

2. Are they familiar with your kind of business?

3. Do they have the technical ability to reconstruct the records when most were lost in that flood last year?

4. Are they answerable to a professional body?

5. If they take your records away to deal with – what guarantees do they offer about security and return of the documents?

6. If they take your records away to deal with – do they use bookkeepers living and trained in the UK?

7. Do they dictate what form your bookkeeping should take, or what package they insist on using?

8. Do they have access to fully qualified accountants to answer questions if they get stuck on some technical points?

9. Will their work withstand the intense scruitiny of an in-depth Tax or VAT investigation.

10. Are they up to date with all industry, Tax and VAT regulations about what you can and can’t claim?

11. Will they start from today, or will they go back to the start of your current financial year and bring your records up to date first?

12. Will you be able to get the reports you need from them on a timely basis?

13. Are they prepared to put their name to your VAT Return and sign it as a responsible official?

There are many more questions you should be asking but my bookkeeping bureau ticks every box that comes up.

Why not ring FREE on 0800 047 0731 or contact me on my mobile 07878 831169 and let me talk you through the service I offer you, the guarantees I make to you and the qualifications every member of our staff has to have, either as Accountants, or Bookkeepers.


Ray Stewart
I am a qualified Certified Practising Accountant having passed my final exams way back in 1981. I actually can’t believe that was 37 years ago!! Anyway, I am now in my 60’s and I have been running my own business since May 1983. And before you ask, no, I have never regretted a moment of it! Part of the membership requirements of my professional body now dictate that I spend quite a lot of time on “CPD” - continuing professional education (one of their better ideas) - and over the last two years I decided to study business growth and marketing. I have learnt such a lot and that knowledge has radically changed my old “accountants” approach to business. It has made such a difference to the way I work and operate I feel that I just have to pass on this knowledge. It is simply too powerful to hold back!! - but I will try and do it in simple terms rather than expecting you to spend hours, as I had to, working through the difficult language that trainers seem to use to pass on their concepts. I hope you find the blog a useful resource and interesting place to visit as the months pass. I will do my best to keep up the flow - but if there are any topics you would like me to cover, then please let me know. Ray Stewart
Ray Stewart
Ray Stewart

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