Finding the right bookkeeper is a lot like dating. If it is not a good fit, it is not going to work. In both cases, it's about compatibility, communication, and avoiding awkward surprises! Below are suggestions on how to find the right bookkeeper for you. Feel free to also take this advice in dating too!
Decide what is important to you. What are you looking for, not just what the bookkeeper is offering. Are you looking for a casual relationship or a serious relationship? What are your deal breakers?
❖ Do your research: Don’t settle for the first bookkeeper you find on Google. Swipe left on the ones without a website and reviews! Ask for references and referrals.
❖ Trust your first impression: Do you feel comfortable with the person? Is it difficult to arrange meetings? Do they look you in the eye and answer your questions? Can they explain their services in a way that you can relate to?
❖ Compatibility and Communication: Are you an avid texter and they don’t own a smartphone? Do you like to communicate during business hours and they have another full time job? When you have a conversation, are they listening to you, or just waiting to tell you what is on their mind?
❖ Trial period: Instead of jumping into a long term relationship, give it a trial. If you don’t feel great about the relationship, you can stop before you get in too deep. “Its just not working out” or of course the ol’ “Its not you its me”!
Finding a trustworthy bookkeeper can be just as challenging and rewarding as dating—minus the awkward family dinners.