714: 12 Questions to Ask Your Current or Future Bookkeeper to Make Sure You're a Good Fit

The Strategy Hour Podcast: Systems and Marketing for Service Based Businesses with Boss Project

We talk so often about financial literacy and creating sustainable businesses online that we’ve had a handful of clients ask us questions about bookkeeping. Based on all of the questions that come in, there are some things we want to share with our listeners about how to make sure that you have a bookkeeper that’s really well suited to you. Whether you’re interviewing someone for the first time or looking to get the most out of your existing relationship, this episode is for you.

So many of us really lean into trusting the experts in this industry, which is great! But over the last few years, there has been a new level of service that’s been expected and desired from clients. Now we want our financial professionals to go a little bit above and beyond just reconciling the books, to really help us understand and learn from our numbers. That is the biggest gap that we see happening for most business owners. That’s why we want to equip you with the best questions to ask to make sure that you find the right person to work alongside you; not just someone to “do it for you.”

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