Lara Manton • Mar 17, 2021

Top 5 tips for finding the right bookkeeper

With the pandemic still hanging over us it can be difficult to find the right workforce, but most bookkeepers are used to working virtually anyway, we were doing it long before Coronavirus! We’re pro’s!


Whether you have been looking after your own books or you are looking to change your bookkeeper, we have the tips you need to ensure you find the right person to look after your accounts.


Here at LJM Bookkeeping we love working with our existing clients and really enjoy building relationships with our new comers. We believe that it’s necessary that we click and that communications flow easily between us.


So our first tip is:



1. Find someone you know you’re going to get along with
, someone you can trust. The best way of doing this is via word of mouth, ask around and see if anyone you know uses a bookkeeper. If not check out the bookkeepers’ reviews. Arrange to have a chat with them preferably via a Zoom call so that you can meet them face to face. You should know instantly if you’re going to get along with someone. You also need to make sure that they are going to be jargon free, you need to understand what’s going on with your finances. They need to be open and honest and clear in their reporting.


2. Ensure the bookkeeper you chose meets your business requirements. Some bookkeepers specialise in particular types of businesses, maybe they just deal with Sole Traders, or just concentrate on particular business sectors. Here at LJM Bookkeeping we cater for the needs of all businesses. From businesses that are just starting up to established businesses we have the knowledge and experience to meet your needs. We look after the books for businesses in various industries so can rest assure you will be in safe hands with us.


3. Check out their qualifications. Make sure you look for an accredited Bookkeeper, their practice license number should be displayed on their website. Don’t be afraid to ask for evidence of their qualification(s), after all you’re putting your finances in their hands. We have been accredited by the Institute of Certified Bookkeepers (ICB) since 2011.


4. Find a Bookkeeper who is up to date with Technology and Software. 
This will make your life so much easier! If your bookkeeper can offer you software which means you can become paper free, that will relieve so much stress! No more last minute search for screwed up pieces of paper to make sure you claim your expenses. We use software such as Xero and Dext which helps keep track of your finances and cash flow in real-time.


5. Choose someone who is proactive and reactive. This means your bookkeeper will take action on your behalf and deal with discrepancies and queries without necessarily having to get you involved. Chasing outstanding payments and resolving invoice queries will be a load of your mind. If they act as your agent with HMRC this will be a great advantage to you, no more time wasted on phone calls! A good bookkeeper should find ways for you to save money and help your business become more streamlined and efficient.


If you’re struggling to find the right bookkeeper then book a call with us! We would love to have a chat and hear more about your business aspirations. 


Contact us
branding
By Lara Manton 15 Oct, 2024
Establishing a strong brand name is really important for your established or growing business. At LJM Bookkeeping we’ve been working on our brand name for more than a decade. It’s not something that happens overnight. It’s about attracting the right clients, building trust, earning your reputation, and receiving recognition to ensure long-term success.
By Lara Manton 02 Oct, 2024
As a business owner, I've come to realise that growth is not just about the services we provide or the hours we put in; it's also about the connections we make. That's why, as the owner of LJM Bookkeeping, I prioritise attending events like Accountex
financial discussion
By Lara Manton 21 Aug, 2024
In today’s challenging business landscape, companies are constantly striving to grow, innovate, and stay ahead of the competition. However, as businesses expand, the complexity of their financial operations often increases, making it challenging to maintain control and drive growth simultaneously.
Share by: