Outsourcing your bookkeeping is a big deal – you know it’s the right thing for your
business and your sanity, but where do you start?
A personal referral is by far the best place to start – if you have a trusted friend or
business acquaintance who can recommend someone they have worked with you are off to a
Someone with experience in the industry is hugely important. A bookkeeper with experience
and knowledge in accounting can make a huge difference when it comes to passing records
to an accountant. A tidy set of books handed over at year end takes the stress out of
tax return time. (Not sure what’s the difference between an accountant and a bookkeeper?
Have a look here)
Relevant qualifications, licenses and insurance should also be seriously considered.
Bookkeepers can be qualified and licensed by a number of professional bodies (AAT, IAB
to name 2) but should always have professional indemnity insurance as well as Anti Money
Laundering cover – for their own protection as well as yours.
Finally, once you are happy with the above you need to be able to trust your bookkeeper.
You should feel comfortable with them, feel you can ask questions and seek advice from
We offer no obligation consultations to discuss your bookkeeping needs – however big or
small, so contact us to arrange a coffee or chat.