How to find a Bookkeeper: Boolean search string examples Workable

how to find a bookkeeper

Respond to their questions quickly, prepare for any meetings like they are an interview, and sell yourself to that lead to make them want to hire you. When you get to know accountants, often those accountants or firms have too much work, and they may refer some of the work to you. You could check out the Business Network International (BNI) groups, which is a group of people who all have different hire a bookkeeper professions and form a networking group. This can range from your typical lawyers, financial advisors, realtors, to someone who sells candles, does a market networking business, or sells online digital products. I volunteered for a couple of my friends as a bookkeeper for their small businesses, and the experience I gained was invaluable because I was able to hone my skills on real businesses.

  • Finally, you’ll want to decide how all receipts and documents will be stored.
  • If they are offering advice that others find useful, then you will be able to see that rather than simply taking their word for it.
  • Now you have a better understanding of the skills and knowledge you’re looking for in your bookkeeper candidates, take a look at our sample bookkeeper job description just below.
  • The most experienced accountant in the world can’t help you if she’s unable to spot financial trends and suggest changes to boost your numbers.
  • Always ask to review the paperwork before it is submitted, and never sign a blank tax return.
  • It will take some time to stand out from the crowd, but some people have successfully used Upwork to find most of their clients.

This will help your candidates understand what you are looking for from the successful candidate. Remote bookkeeping services, like firms, have multiple employees. This lets them avoid the kinds of service gaps that may crop up with an individual freelancer.

How to find a good firm

From there, you will want to send them a letter letting them know you are going to call on a specific day, and when you call, ask to set up an informational interview. I have an acquaintance who is an attorney who works with business owners, and she wanted to help her clients out by recommending a bookkeeper because that’s a need that she saw they had. She asked for my information so she could pass it along as she saw fit. Get specific on one area you want to become an expert in, and stick with it.

how to find a bookkeeper

Individuals who are successful bookkeeping professionals are highly organized, can balance ledgers accurately, have an eye for detail and are excellent communicators. While they seem similar at first glance, bookkeeping and accounting are two very different mediums. Bookkeeping serves as more of a preliminary function through the straightforward recording and organizing of financial information. Accounting takes that information and expands on it through analyzing and interpreting the data.

Freelance, firm, and remote bookkeeping

There website copy identifies a Christian mission to this company (pretty awesome, from my perspective!), too, though I am not sure how that factors in to their hiring, culture or client selection. A quick glance through some of their resources shows that they have resources geared toward churches. This might be a great place to apply for people with non-profit experience. But definitely check it out even if you don’t have non-profit experience. I’ve learned over time to be intentional about the people I want to work with and not just take any client that comes along.

how to find a bookkeeper

Independents can use HoneyBook to manage projects, book clients, sign contracts online, send invoices, and accept payments. Supporting Strategies is a franchised-based bookkeeping business model. They have their own proprietary software that helps them manage their remote staff and work-flows, but they use QuickBooks Online to serve their clients. Many small businesses start out by outsourcing bookkeeping services, but depending on your needs, you may also consider hiring a full time bookkeeper as an employee at your business. Ideally the accounting software should be cloud-based, which means it’s accessed online.

Bookkeeping and accounting software

Having an accountant that handles both responsibilities can sometimes be more costly. Bookkeepers and accountants work with the same financial information from your business. They can share that information using cloud-based accounting software. That means they can access your financials securely online, from anywhere. It lets them share reports about the financial status of your business.

For example, a bookkeeper may offer things such as experience with several different types of accounting software or the ability to prepare payroll taxes. A bookkeeper may also offer soft skills such as attention to detail and being a strong communicator. Each bookkeeper will be unique, so be sure to find out what skills are brought to the table. As well as entry-level bookkeeping roles and senior-level positions, the job board at is a great platform to use if you’re aiming to source bookkeepers for full-time positions. Post your job description on this platform for free and start receiving applications instantly.