Companies don’t purchase anything. Although, we talk like they do. “We received a PO from Acme today!”. “How much business has Acme done with us YTD?”
Humans purchase things. Humans buy things on behalf of the company. Humans buy things to take care of concerns they have. ” I want to perform in my job.” “I want to send my kids to college.” “I want my work to be noticed, acknowledged, appreciated.”
What is your human customer trying to take care of? What are you trying to take care of?
Finding a bookkeeping service close by to where you live and work is easy; making sure they’ll meet your needs is more difficult. In choosing any professional service, you’ll want to get a referral from someone you trust. Make sure the firm has a sound reputation, good reviews, and will provide references. Check their credentials. Ask if they provide Income Statements, Balance Sheets and Cash Flow Statements. They should manage accounts receivable and payable, post debits and credits, monitor your debt levels and apply payments, reconcile your accounts every month, provide accurate financial statements at tax time, and report on issues and variances that come up. The best firm is not the one with the most services, or the largest staff, but the one that can meet your needs within your budget. Make sure you talk with the owner before you make a commitment, and get all your questions answered.