Hiring a Bookkeeper

As a business owner, you may be considering hiring a bookkeeper. Before you do, there are some things you should know!

We have prepared a list of Four Things to Plan Before Hiring a Bookkeeper that will save you time and money when hiring a bookkeeper for your business.

1. Business Financial Review - Understanding and being able to explain your business' financials will assist you greatly when you want to hire a bookkeeper expand or pivot, apply for a loan, and when you are ready to exit your business. Be sure you fully understand: 

  • the skill level and time it takes to complete your business' bookkeeping tasks
  • the cycles of your business - month end reports, tax remittance schedules, banking procedures
  • your cash flow - where your revenue is coming from

As the business owner, the buck stops with you, having a clear picture of your books will make it easier for you to make informed decisions for your business

Pro tip: You can book an appointment with Siggi to review your financial statements and define your bookkeeping needs. 

2. Develop a Solid Job Description - Be very clear when listing the specific jobs you want your bookkeeper to do. Some things to consider: 

  • will they be an employee or a sub-contractor
  • do they need to work in your office
  • can there be flexibility in their work hours or will they be set hours
  • will they be doing additional duties outside of a bookkeeper role (answering phone, booking appointments, talking with clients)
  • are you hiring a certified bookkeeper

3.  Required Knowledge & Skills - Your job description will play a huge role here. It is essential first to know what you need your bookkeeper to do. You will then be able to access the required knowledge and skills. Some things to consider:

  • will there be in-house training offered
  • who will take on the onboarding or training
  • will they be a good fit for your team
  • how will you assess their skillset

4.  Welcome to the Club! - Once you have made your hiring decision, it is important to have it in writing. Some things to include: 

  • the agreed-upon details of employment (rate of pay, vacation time/amounts, start date, employee/sub-contractor) 
  • a confidentiality clause
  • the probationary period clause
  • stay up to date with Employment Standards 

If you have any questions, you can book a free & confidential meeting with Siggi to review and analyze your business' financial records and books.

 

 


Government of Canada
Pacific Economic Diversification Canada
Societe de developpement economique
Pour obtenir le service en français appeler 1-877-732-3534
EnglishFrenchGermanItalianPortugueseRussianSpanish
 
Community Futures North Cariboo
Growing communities one idea at a time

335A Vaughan Street
Quesnel BC V2J 2T1
Created By Erica Lahoda Web Girl
......
Please Wait...
Loading...