If you run a business and are looking for a bookkeeping solution, it’s important to start by understanding the who, what, when, where and how of your ideal scenario. (What is ideal for you may not be ideal for a different business type.)

Below, I’ve outlined 10 of the most important areas to consider when comparing bookkeepers so that you will be able to weigh the pros and cons of each.

Experience

Experience comes in many shapes and sizes. You may think that if you have a small business, the experience you need from a bookkeeper can be “small” as well. There is nothing further from the truth. You need as much experience as you can afford, because great bookkeeping and accounting is instrumental in growing your business and maximizing your profits.

Experience does not always equal good fit, either. Someone who has worked for 20 years as a part-time bookkeeper for a landscaping company, although “experienced,” may not have the depth and breadth you need for an early stage startup company. When you start looking for your solution, make sure you create a wish list of level, depth, and type of experience you need.

Education

The person that is doing your bookkeeping should have had some level of formal business and accounting education. A business degree by itself does not qualify someone to be a great bookkeeper. Make sure the education level of your solution matches the needs of your business — today and in the future.

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