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6 Questions to Ask Your Bookkeeper

If you are a small business owner or an individual who hires a bookkeeper to manage your finances, it is important to ask the right questions to ensure that you are getting the best possible service. Here are six questions to ask your bookkeeper:

What qualifications and experience do you have?

It is important to ask your bookkeeper about their qualifications and experience. A good bookkeeper should have a relevant accounting or bookkeeping qualification and a minimum of 2-3 years of experience in the field. They should also be up-to-date with the latest accounting software and technology.

How do you ensure the accuracy of financial records?

Accurate financial records are essential for any business or individual, and a good bookkeeper should have a system in place to ensure their accuracy. Ask your bookkeeper about their process for checking and verifying financial records, and how they handle errors or discrepancies.

How do you keep my financial information secure?

Financial information is sensitive and should be kept secure at all times. Ask your bookkeeper about their data security measures and how they ensure the confidentiality of your financial information. They should have a system in place to protect against data breaches or unauthorized access.

How often do you provide financial reports?

Regular financial reports are essential for keeping track of your finances and making informed decisions. Ask your bookkeeper how often they will provide you with financial reports and what information they will include. They should be able to provide you with accurate and timely financial reports that are tailored to your needs.

How do you handle tax preparation?

Tax preparation is an important part of bookkeeping, and your bookkeeper should be able to handle it effectively. Ask them about their process for tax preparation, including how they handle deductions, credits, and other tax-related matters. They should also be familiar with Canadian tax laws and regulations.

How do you communicate with clients?

Effective communication is key to a successful working relationship with your bookkeeper. Ask them about their preferred method of communication and how often they will communicate with you. They should be responsive to your needs and provide regular updates on your financial situation.

At TKLL LLP, we pride ourselves on providing high-quality bookkeeping services that meet the unique needs of our clients. Our team of experienced bookkeepers is committed to accuracy, security, and professionalism, and we are always available to answer any questions you may have. Contact us today to learn more about our services and how we can help you manage your finances more effectively.

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