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QUICK Guide to Finding a Bookkeeper |
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If you're looking to find a trustworthy, professional bookkeeper follow our QUICK guide to choosing the right bookkeeper. | Qualifications | Are their qualifications from a recognised bookkeeping / accounting institute or association? Ask to see certificates or phone the qualification body to check.
| | User Feedback | All reputable bookkeepers will provide testimonials, many on their websites or literature. Ask for contact details of clients who will provide a reference.
| | Insurance | Is you bookkeeper insured? Check your bookkeeper has professional liability insurance.
| | Certification | Is your bookkeeper regulated? Bookkeeping is a regulated profession so your bookkeeper should be a member of treasury approved body, such as the Institute of Certified Bookkeepers. Ask to see certificates or phone the approved body to check.
| | Knowledge | What else can your bookkeeper offer? Apart from bookkeeping what skills and expertise do they have in other areas that might help your business i.e. business skills, marketing, IT. |
Choosing a bookkeeper is a personal decision. As well as making sure your bookkeeper has the necessary skill and expertise you need to consider if you, and your team, can get along with the bookkeeper. Always meet your potential bookkeeper in person before engaging them to do any work and use our QUICK guide to help you.
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