Know What You Want Before You Hire an Outside Bookkeeper

business people with a thumbs up sign

Many small businesses and franchises trust outsourced accounting bookkeeping companies to keep track of their financial health. If you are considering going outside, how can you discern which bookkeeper is right for you?

Here are some of the things people look for in small business bookkeeping services in Cincinnati, in the words of BookWerksTM clients.

Education, efficiency and a streamlined solution.

From a dental client:

“Working with BookWerksTM has been the best decision we made when starting our new dental business; I would highly recommend them to any business looking for a more streamlined solution to their accounting needs.

“I appreciate how efficiently Jim and his team answer all of my questions, while teaching me and guiding me through the business world.

“They allow me to stay as involved in the accounting and bookkeeping as I want, while alleviating all the stress–so I can focus on the things that matter most to me, like providing quality care for our patients!”

A seamless transition, real-time accounting, an easy way to track sales progress, the ability to measure income vs. expenses.

From a web solutions client:

“The transition from our old system to BookWerksTM was seamless and pain-free. Their team worked behind the scenes and before we knew it, we had transitional quickly and easily. We can now focus on what is important to us; Making money! Their real-time accounting lets us keep track of our sales progress and measure income against expenses.”

Stress relief.

From a beaty salon client:

“The team at BookWerksTM have relieved me of a ton of stress trying to keep my books straight! I couldn’t run my business without them!”

More time to grow my business.

From a food-truck client:

“BookWerksTM has made my life so much easier. Since they took over my accounting, I’m spending more time growing my business and now my books look clean and are up-to-date. Thanks guys for relieving me of that headache! Three trucks and growing!”

A lighter internal workload.

From a restaurant client:

“Working with BookWerksTM has reduced our internal work load so we can concentrate more on improving our customers’ experience when they walk through our doors. Our financial statements are prepared in an accurate and timely manner, allowing us to review each location individually and use store-to-store results to evaluate performances.”

State-of-the-art service. 

From a business consulting client:

“Now small business owners can find more time to spend building customers relationships – outsource your bookkeeping and accounting needs to BookWerksTM, a very professional organization specializing in state-of-the-art services to small business – and they really know what they are doing.” 

Proactive, experts in their field.

From a custom clothing client:

“I can’t speak highly enough about my experience with BookWerksTM. They’re proactive, experts in their field, and hands-on take care of my bookkeeping so I can go about running my business.”

Before you choose, talk to the bookkeeping service’s clients

Are the above things you want? When considering a few different bookkeeping companies, check their credentials and reviews. Ask for references in your field. When you talk to the references, ask if their bookkeeper provides what you are looking for.

Here are some specific questions to ask:

    • What is their pricing model? At BookWerksTM, we charge a monthly flat fee, so there are never any surprises at the end of the month.
    • How do they communicate?
    • Have they helped you understand the reports they produce?
    • Are they proactive when they see a worrying trend?

If your needs are clear, you will be able to find a Cincinnati bookkeeping firm well-suited to your company.