11 Expectations to Set for Your Bookkeeper


Before you bring someone on board to handle your books, check their skills and lay the ground rules to ensure you’re getting the right person for your business.


As business owners, we like to think we can learn any skill it takes to run our companies better. But can just anyone learn to do their books? That’s like saying anyone can learn to be an artist. Is it true? Maybe. However, some will learn the skills easily and others will work at developing the skills for years and still only be “average.”

You may be a successful business owner with a multitude of skills, but if bookkeeping is one of your weakest links, you should probably hire a bookkeeper to help you out. But before you bring someone on board, you need to make sure they know what to do, and you’ll want to set expectations for them in order to get what you need.

Here are 11 expectations you should establish for your bookkeeper to ensure that they’re going to provide the service your business needs:

1. Your bookkeeper must have a basic understanding of bookkeeping/accounting terms. They should have a basic understanding of the difference between the five basic types of accounts (assets, liabilities, equity, income and expenses).

2. They must be detail oriented. You need someone who’s going to be able to focus on the little things: This will enable the big things to take care of themselves. You don’t have time to babysit them; they need to be able to take charge and take care of all the little things that need attention when it comes to your basic financial operations.

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