What to look for in a bookkeeper (and how to find a good one)?

The Holistic Accountant

This week, Mena and I discuss how to choose a bookkeeper, including:

• When you should be doing your own bookkeeping?
• If your business as some complexity, look for experience in your industry
• Functions they should perform include bank reconciliations, payroll, BAS (if a BAS agent).
• Knowledge of your accounting software (shouldn’t be using anything that isn’t cloud based).
• Ask your accountant for a referral to a good bookkeeper or Xero has a register of certified bookkeepers.

If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps us reach more incredible listeners like you. Thank you for being a part of the journey!
Click here to subscribe to our weekly email.
SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here.
Work with Mean & Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.
Follow us: Stuart: Twitter/X and LinkedIn. Mena: LinkedIn
IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.