Bookkeeping logistics


If you’ve given thought to hiring a bookkeeper-maybe even decided that it’s a good decision for your business-you may still have several questions about how that would actually work.

Do you take your documents to their office, or will they come to you to pick them up? How often should that happen? If you don’t have your own office, where would your bookkeeper work?

The different ways I interact with clients are based on the volume of paperwork they have, how comfortable they are with the process, and how involved they want to be. I can be fairly flexible as long as we’re meeting all the deadlines we need to, because I know that each client has different needs. Other bookkeepers may do things differently, but here is an idea of how things work with my various clients.

  • Visit client site once per week or month
  • Receive scanned or PDF documents emailed from client
  • Pick up paperwork from client’s office to be worked on at my office
  • Client drops off paperwork at my office

Through conversations with each client, we mutually determine what would work best for them. And since life happens, we also understand that flexibility is sometimes required.

Typically, people think of bookkeeping as everything that happens on a routine basis, meaning every week or every month. While that is true for the most part, there often are other tasks handled by the bookkeeper. Depending on the scope of work your bookkeeper is doing for you, there may be required quarterly or annual reports, such as federal payroll filings, business personal property tax returns, and year end 1099 forms to be prepared.

When you decide to hire a bookkeeper, it’s important to make sure that they are able to explain to you what they’re doing in a way that makes sense to you. That includes keeping you in the loop with their expectations and timeline, so you can be confident that your business’ finances are in good hands.

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