10 questions to ask before you hire a bookkeeper for your startup

soft skills

An employee who is challenged and happy will be a productive long-term https://bookkeeping-reviews.com/. You can gain valuable insight into how to get the most out of your bookkeeper with this series of questions. The orientation period has a significant impact on how a new hire views their new job, their place within the company and their integration into the company’s culture. A lack of personal interests can indicate that your candidate has a tendency toward being a workaholic. Or, it’s possible that the candidate is just telling you what they think you want to hear.

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So, you must be transparent and honest to protect your company’s confidential information. Be prepared to discuss your experience with double-entry bookkeeping. Make sure you have a strong understanding of bookkeeping concepts. They have access to a lot of your financial information and it’s important to know that the security of that information is just as important to them as it is to you.

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They save entrepreneurs significant time and money by taking care of menial and tedious routine tasks that are still important and need to be done. Finding the right talent for your business is difficult, and hiring virtually might seem even more daunting. However, the good news is that hiring remotely is easier since you can pick from a broader talent pool and are not restricted by location.

When Brandon isn’t in the office, you’ll find this avid dog and animal lover supporting various Bay Area – and beyond – animal charities. The answer to this question isn’t as important as the bookkeeper’s rationale for the decision. ” question, it’s possible to see if the bookkeeper understands your business and what makes it unique.

The best answers to job interview questions aimed at evaluating soft skills are honest and emphasize your enthusiasm, interpersonal skills, and personality. The job has a 76 percent employee satisfaction rate and is one of the best jobs for retirees. Top 5 accounting assistant interview questions with detailed tips for both hiring managers and candidates. Top 5 bookkeeper interview questions with detailed tips for both hiring managers and candidates. If you own a business and want to focus on pursuing goals for future growth, hiring a bookkeeper can save you time and give you a more accurate picture of your company’s financial status.

questions to ask before you hire a bookkeeper for your startup

Don’t go into too much detail – rather, just hit the key steps and then ask how it compares or differs from the organization’s process. This is a bit of a trick question and tests your understanding of cash flow. As a general rule of thumb, it is almost always better to receive cash from customers as quickly as possible and pay vendors as slowly as possible . The goal of doing this is to maximize cash on hand which provides flexibility for the company. An accounting ledger is considered to be the single source of truth when it comes to finances.

accounting software

I want the conversation to flow, be a way to get to know my client and them to get to know me, and really gauge if we would be a good fit to work together. We proudly provide all the in-person and virtual services you need to take your business and your life to the next level without stress, overwhelm, or outlandish fees. If you’re reviewing these questions and still feel unsure about what you need to know — or whether you even need a bookkeeper — feel free to contact me or set up a time to come by my Marin County office. I’ll be happy to help you review your needs and even answer some of those all-important questions listed above. Just because someone costs more doesn’t necessarily mean they’re better; they may have set that rate based on a number of reasons besides education and experience.

Take a look at their resume and cover letter to what is included in cash and cash equivalents there are no obvious mistakes. While you shouldn’t critique their writing too much , any bookkeeper who isn’t noticing obvious mistakes on their resume may miss something crucial in your books. Make sure to scrutinize any candidate’s past professional experience. Just because you aren’t a big corporation doesn’t mean you’re immune to fraud. According to a 2016 survey, 80% of embezzlements happen at small businesses.

What is your comfort level with interacting and communicating with senior leadership?

Additionally, this question can help the interviewer determine if the bookkeeper is a good fit for the organization. Without accurate bookkeeping, it would be difficult for a business to track their finances and make informed decisions about their budget. This includes recording transactions, preparing financial statements, and ensuring that all financial information is accurate and up to date. It’s important to understand if they charge a fixed or hourly rate. If it’s hourly, you may get invoices that are higher than you budgeted for. Ask how they track time and if you can set limits for each month to ensure you stay in your budget.

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This is almost the inverse perspective of the point above, as you’re still looking for a good fit but rather than it being about you, it’s about whether they understand you. Regardless of whether you are interviewing an entry-level candidate or an experienced professional, the interviewing process can be intimidating for your bookkeeper interviewees and stressful for you. There isn’t a right or wrong answer to this question, but it will indicate whether the candidate is aligned with your business culture and also demonstrate critical thinking skills. If they say teamwork is least important, you probably want to dig a little deeper if teamwork is high on your priority list. This question is an opportunity to show your knowledge of the role and how you can be successful in it. You can answer this question by describing a few important attributes, such as accuracy, attention to detail, communication skills and problem-solving abilities.

Remember to highlight recent examples of when you took the initiative to pick up new skills when answering this question. You can also share any plans to further your career development with the interviewers. For example, signing up for a bookkeeping software course or participating in an industry conference. As a bookkeeper, you must know how to use different accounting software. You would have a higher chance of getting hired if you have experience using other software or systems from your past job. Highlighting the job descriptions and the tasks you did in your previous role allows the interviewer to assess if you have the necessary skills and experience to perform in this position.

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It’s obvious that the key to getting cash into your account is to invoice from the first possible moment, but in spite of knowing this information, few business owners do it consistently. Expertise Accelerated offers high-quality, affordable offshore professional resources that provide excellence in a range of support services for its valued clients. Training the offshore remote professionals for client-specific roles so they become a strategic fit for the client company.

Through this question, the interviewers want to know if you are aware of the expectation of this role. They also want to understand how you manage your daily tasks as a bookkeeper in your previous company. Your attention to detail is critical in your role as a bookkeeper. Your company may make vital business decisions based on the financial data and numbers you collated. Hence, it is imperative that you provide all the correct details and information. The interviewer is trying to gauge the Full Charge Bookkeeper’s understanding of the accounting profession and its future.

You may consider giving your prospective candidate a bookkeeping test. Check out this free bookkeepers hiring test from the American Institute of Professional Bookkeepers. A person can call themselves a bookkeeper and have absolutely no training or experience.

First, it is to help the company increase revenue, cut costs or save time. The interviewer is interested in you being proactive and looking to improve or add value to the company. Interviewers are aware that there are many accounting software and systems out there. Instead, interviewers are looking for someone experienced in using only one or two specific software.

Different people need different personalities to support them in business. You need someone that will work well with you, understands your needs and can meet your expectations. Creating the bookkeeping onboarding questionnaire from scratch can be overwhelming, considering the amount of information required to onboard a new bookkeeping client. That said, you can still use a dropdown list of possible answers. On the other hand, a dropdown list of possible answers could reduce your workload. Working with people without this knowledge, or without the drive to learn it, will put your business at a disadvantage.


This question can help the interviewer understand how your experience will benefit their company. Use examples from your previous job to explain how you helped improve processes and increase efficiency. Bookkeepers often have to work with financial data that is complex and sometimes confusing.

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