In our previous blogs, we’ve discussed the importance of having a bookkeeper (and a trustworthy one at that), for your business. Are you here looking for a virtual bookkeeper but not sure how to find the right fit for you and your business?
Make sure the Bookkeeper is familiar with and is equipped to use the same tools as you
What apps does your virtual bookkeeper use to deliver his/her services? Is he/she open or well-equipped to use other apps you’re familiar with? In the age of digital services, it is important to know this to avoid complications and roadblocks in the future. Ideally, he/she should be familiar with the ff. apps/services:
- Core accounting/general ledger app (QuickBooks Online)
- Remote web conferencing app (Zoom, Google Meets)
- Project management (Smartsheet)
- General Communications (Slack)
- Instant Communications (WhatsApp)
- Document management (G Suite)
Some people might prefer to use different apps, but if they are willing to compromise or at least have some experience using the ones above, then that’s one of the indications that you’ve found the right virtual bookkeeper.
Does the Bookkeeper have industry experience?
As with any job, years of working in a particular industry, number of clients, and depth and breadth of experience are just some things you have to have a good grasp on to determine if someone can be a match.
How do they deal with clients?
Bookkeeping is all about efficiency. Especially with virtual bookkeeping, where one is expected to deal with a lot of different clients, your potential bookkeeper should be efficient enough to ensure he/she can focus on delivering your needs on time.
Ask about their timelines and processes
In relation to the previous point, the right virtual bookkeeper should be able to deliver services on an agreed-upon timeline.
Now where can you find a talent that can fulfill the descriptions above, you ask? Well, professional, experienced and efficient bookkeeping virtual assistants are plentiful in Virtual Assistant Talent. We are confident in the level of expertise our talents can provide your company. Get in touch with us now!
