Finding a Great Bookkeeping Partner

accounting paperwork

Thinking of taking your bookkeeping offsite? For most businesses, particularly small ones, that is a great idea. You will save time and money, sleep easier knowing your financial records are in order, and always have the information needed to make sound business decisions at your fingertips.

There may be a lot of options in your area. Finding the top Cincinnati bookkeeping companies may take a bit of digging, but once you find the right partner, you will be surprised how much easier your life is with financial record-keeping off your plate.

You will be able to give your full attention to running your business.

The Basics

In searching for the right bookkeeping firm, you want to make sure they offer the following:

  1. Income statements
  2. Profit and loss statements
  3. Balance sheets
  4. Tracking of revenue and expenses
  5. Responsive customer support
  6. Automatic bank statement imports
  7. A choice of monthly or weekly reports
  8. A choice of cash or accrual accounting
  9. Cloud-based accounting software
  10. Tax-season-ready financial documents
  11. Categorization of all transactions
  12. Data entry
  13. Login access for your CPA
  14. Bookkeepers nearby, not overseas

The Extras

You can be choosy with so many options. You want bookkeeping services specializing in small business known for:

  • professionalism,
  • responsiveness,
  • quality,
  • accuracy,
  • reliability and
  • friendliness.

So How do you Find the Bookkeeper for You?

First, ask around and look online. Review prospects’ websites to see if they offer the services you need. Find out who they serve. Do they work with small businesses like landscapers, veterinarians and financial planners? Do they have clients in your field? Do you know any of their clients?

Pick a few bookkeeping and accounting services for small business and then meet them in person if you can (or have a phone call). See if you communicate easily with them, particularly around financial terms. Do they make complex financial issues clear?

Ask for and check references. Ask references what like and don’t like. Ask how much time they are now saving that they used to spend on bookkeeping. Ask if the bookkeeping company has helped them make important decisions for their business.

Make sure the firms you are considering offer the option of leaving if you are not satisfied with their work after a month or so.

At BookWerksTM, we offer a free, no-obligation consultation to organizations considering outsourcing their bookkeeping. Call us at your convenience!

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What Outsourced Bookkeeping Services Can do for Your Business

Wondering how outside independent bookkeeping services might help your business grow? Bookkeeping is the recording and managing of a business’s financial information. Professional bookkeeping—like the help you get from an outside service–allows the tracking of all the information needed to make sound financing and operating decisions. With proper accounting, businesses keep abreast of their financial health. This data can be critical when seeking funding, investing and proving profitability. With an efficient bookkeeper, you can ensure accurate and efficient management of assets and liabilities. This can aid in internal decisions, like where to put a revenue surplus, as well as external ones, such as an investor’s choice to help fund the business. Bookkeeping tracks your financial progress toward your goals. Your bookkeeper will record sales, as well as profit margins, for example, for specific accounting periods, to determine which strategies you might use to reach your income goals.