Eight Questions To Ask A Bookkeeper

Infinite Accounting Solutions |


If you’re looking for the services of a bookkeeper in Langley, British Columbia, to help you maintain your company’s financial records, it’s essential to pick a reliable agency with high standards. After all, the end product will directly impact your company’s finances and the future of your operations. Therefore, it’s important to choose a bookkeeper who is experienced in their practice and can ensure your accounts are updated regularly.

If you’ve never worked with an accounting professional before, you may not know where to start when it comes to choosing the right one for your business. To make the whole process easier for you, we’ve outlined ten valuable questions to ask a bookkeeper.

During your initial consultation, ask these questions to help you understand if this company is the right fit for you, and capable of managing your business’s financial affairs.

1. Do you have any recommendations to make the bookkeeping process seamless?
The purpose of a bookkeeper is to resolve your bookkeeping changes and simplify the process for you. As experts ourselves, we offer various customizable bookkeeping packages to fit your specific accounting requirements. We also use renowned software like Quickbooks and Sage 50 to ensure your accounts are recorded quickly and correctly. We then teach you how to navigate through these software’ to ensure you know how to refer to your financial information.

2. How can your service benefit my organization?
Besides organizing your financial data, your bookkeeper should also add value to your business. At Infinite Accounting Solutions, we have been helping our clients by understanding their needs and devising strategic plans to help them grow financially. 

3. How long have you been using this accounting software?
If a bookkeeping company says it is efficient with bookkeeping software, you need to know what their experience with it is to verify their claims. We have been working with Quickbooks and Sage 50 accounting software from the time they were released. This has helped us in managing accounting processes faster, and provide our clients with training too.

4. Are you up to speed with the updated accounting software we’re using?
Knowing this is crucial as it will determine if the bookkeeper has updated skills and is committed to learning more to help you better. At Infinite Accounting Solutions, we make it a point to acquaint ourselves with the latest accounting software updates to stay ahead and provide our clients with seamless services.

5. What is your educational background?
The kind of education a bookkeeper has will tell you exactly what they are capable of helping you and your business with. At our company, the team’s certifications vary from Financial Management Diploma (BCIT), Business Administration Degree (BCIT), Not-For-Profit Certification (CPA), and  Bookkeeping for Small Business Certificate (UFV). We also have software proficiency in Quickbooks Online Advanced Certification and Certificate in Accounting (KPU).

6. Have you worked with clients in our industry?
An accounting professional with experience in your industry is less likely to make mistakes with your transactions. With a roster of exceptional accounting professionals, we are able to offer our expertise to any business that would like to reduce the time they spend in maintaining their books and focus more on generating sales.

7. What recommendations do you have to make our business run better?
Valid recommendations from a financial expert who understands your accounts are essential to help you adjust your plans for better financial results. At Infinite Accounting Solutions, we help you run your business smoothly by handling your accounts with due care and suggesting favorable financial plans to save you money and appropriate your funds efficiently.

8. What services do you offer or can you recommend for our business?
Based on the type of business you run and the level of involvement you want in your accounting process, your bookkeeper should be able to help you. They should be capable of handling general ledgers, financial statements, monthly bank reconciliation, follow-ups with receivables and payables, payroll, preparing cheques, etc. These are just a few of the many bookkeeping features we offer our clients.

If you want to enlist the services of professionally trained bookkeepers in Langley, British Columbia, reach out to Infinite Accounting Solutions. We are committed to helping you reduce your paperwork burden and take your financial planning to the next level. Our team is made up of driven experts who are dedicated to making the accounting process easier for you and ensuring you make the most of your financial opportunities.

Reach out to Infinite Accounting Solutions today to get started on managing your finances or take a look at some of our work here