3 Questions to Ask a Bookkeeping Firm Before You Hire

3 Questions to Ask a Bookkeeping Firm Before You Hire

Choosing the right bookkeeping firm can make or break your business. With so many options available, how do you know which one is the best fit? Asking the right questions during your interview process ensures that you select a firm that meets your needs, understands your industry, and keeps your finances secure. Below are the 3 questions to ask a bookkeeping firm to find the perfect partner for your business.

1. What Experience Do You Have with Businesses in My Industry?

Experience matters. When you hire a bookkeeping firm familiar with your industry, you’re not just getting someone to crunch numbers—you’re gaining a partner who understands the nuances of your financials. Industry-specific experience means they can navigate tax deductions, unique expenses, and common challenges more effectively.

For example, in my firm, I specialize in working with daycares, non-profits, and restaurants. Over the past decade, I’ve developed a deep understanding of these industries’ unique needs. I’ve even had discovery calls where I highlighted financial specifics that the business owner didn’t realize applied to their industry. A bookkeeper with relevant experience can save you time and help you avoid costly mistakes.

2. How Do You Ensure the Accuracy and Security of My Financial Data?

Accuracy and security are critical in bookkeeping. When interviewing a firm, ask how they handle your sensitive financial information. Are they using secure software? What checks and balances are in place to ensure accuracy and prevent fraud?

As an example, in my 100% virtual firm, investing in encrypted technology is one of my top priorities. In today’s world, where cloning a Facebook page or hacking an account is all too easy, I don’t take chances with my clients’ financial data. Using top-tier encrypted systems ensures that all client information stays safe and secure.

3. What Kind of Communication Can I Expect?

Open and clear communication is key to staying on top of your business finances. Ask potential bookkeeping firms how they keep their clients updated. Will they send you monthly reports? What is their response time for emails? Are meetings in person, virtual, or on a set schedule?

In my firm, communication is a priority. When you’re choosing one of my three service packages, communication guidelines are built right into our offerings. You’ll know exactly what to expect, how often you’ll hear from us, and how to access your data when you need it. A firm with clear communication ensures you’re never left in the dark about your financial health.

Final Thoughts
Hiring the right bookkeeping firm isn’t just about cost—it’s about finding a partner who understands your business, values your data security, and keeps you informed. By asking these 3 questions to ask a bookkeeping firm, you’ll be well-equipped to make an informed decision that sets your business up for success.

If you’re ready to streamline your bookkeeping or explore how a professional firm can help, I’d love to chat! Reach out today to discuss how my team can meet your needs.