• Zoe

5 things to do when choosing a bookkeeper

A lot of my clients initially contact me because I've been recommended, which is fantastic. But if you're a small business and you don't know anyone who can recommend a great bookkeeper, where do you start and what should you look for? Here are my top 5 tips on how to find a bookkeeper.

1. Look at bookkeeping directories

The first place to look is the websites of the main bookkeeping and accounting organisations. I'd suggest viewing the directory of the Institute for Certified Bookkeepers which has a search function allowing you to find a local bookkeeper using your postcode and the services you're looking for.

2. Check the bookkeeper's website

Once you've found a bookkeeper you think might be able to help, take a look at their website. Things to look out for are:

  • the services they provide (and costs if available)

  • their clients and testimonials, think about whether their clients are in the same industry to you or face similar problems and issues

  • information about the bookkeeper's qualifications and experience

3. Review their LinkedIn profile

LinkedIn is a great way to find out about the bookkeeper's work experience and qualifications, there might be some testimonials from previous clients as well.

4. See what they're doing on Social Media

It's a good idea to check whether the bookkeeper is a good fit for your business and the industry you're in by looking at the conversations they're having on social media and the content they're posting. You want to know that your bookkeeper understands your industry and is a good fit for your business and this can be a good place to start.

5. Have an initial chat

Once you feel like you know the bookkeeper, give them a call and talk to them about your business, the support you need, their experience and whether they've worked with similar clients in the past. Speaking to them will really help you see whether they're a good fit for you and your business.

If you have any questions or would like to talk to me about how I can help you with the bookkeeping for your business, please get in touch, I'd love to help.


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