4 Questions to Ask When Hiring a Bookkeeper
Hiring a bookkeeper is an important step for any business. They’ll keep your accounts in order and make sure everything runs smoothly with your finances. The question is – how do you find the right candidate?
In our six-part series on bookkeeping, we’ve already looked at what bookkeepers do, why they’re different to accountants, the qualities of a great bookkeeper and whether you should outsource the role. In this post, we’ll be looking at what questions you should ask when hiring a bookkeeper – whether that’s in-house or externally.
First and foremost, you want to know what training they have. Bookkeeping isn’t something you can just try your hand at. The smallest mistake can set your business back both financially and in terms of time.
You’ll most likely be aware of their qualifications and certifications from their CV – or their website if you’re outsourcing. But it’s always worth checking they have the ability to apply this knowledge to real-world situations.
Discuss how they would deal with the daily, monthly and yearly managing of your business’s accounts.
Experience is the perfect complement to training, allowing bookkeepers to put their expertise to the test. It’s best if your bookkeeper has experience working with a business like yours – both in terms of size and industry. Bookkeeping for a large, established retailer is another world compared to bookkeeping for an SME that provides services to its clients.
Ask about candidates’ past experience and how it relates to your business.
Modern day bookkeeping is a far cry from what they did 20 years ago. Bookkeepers need to be proficient in all the latest software to make sure your business doesn’t fall behind. That may not have been covered in applicants’ original training or qualifications, so it’s good to check they have a working knowledge of the latest software.
Ask if they are familiar with bookkeeping software and cloud accounting applications, and how they would use them on a day to day basis.
Your bookkeeper is responsible for tracking transactions, managing finances and balancing the books for your business. That role will inevitably require some interaction with different members of your business, as well as clients and customers. It’s important your bookkeeper is prepared to deal with these situations in a clear, calm manner, so they don’t cause further complications.
Enquire how they would deal with a missed invoice from a client – or an employee who is angry about a mistake on their payslip, if this is within their remit.
Expert bookkeeping services
Looking to hire a bookkeeper for your business? UWM Accountants offers comprehensive bookkeeping services for companies across the UK. With our specialist team of Leeds-based accountants, your business benefits from 100% compliance and complete peace of mind with the best support at your fingertips.
To find out more, simply give us a call on 0113 231 0202.