We’re Not in Henagar Yet: But We’re Coming!

A bookkeeper records and sorts your business transactions, matches your books to bank and card statements, and keeps the records current. That is different from preparing a tax return or giving tax advice. Ask the bookkeeper exactly which tasks they handle and which ones they pass to an accountant.

Gather your bank and card statements, past records if you have them, and any invoices or receipts you need sorted. Tell the bookkeeper which software you use, or ask what they recommend. The clearer your starting records are, the easier it is for them to tell you what the work involves.

No. A bookkeeper keeps the day-to-day records. An accountant usually reviews those records, prepares financial reports and handles tax filings. Many businesses use both. Ask any bookkeeper where their work stops, and check with a tax professional for tax questions.

Ask which software they use, who will see your data, and how they handle access to your bank accounts. Many bookkeepers can work with read-only access. Ask how they back up records and what happens to your files if you stop working together.

That is agreed between you and the bookkeeper. Some work weekly, some monthly. Ask how often they update the books, when you will get reports, and what they need from you each time.

The price depends on the size and difficulty of the job. Some pros publish a starting price on their listing. Ask two or three for a written quote that says what is included, and compare the scope as well as the price.

Only customers who contacted a pro through Pros Around can review them, using a link that works once. Pros can reply but cannot delete a review, and reviews are never sold. An admin hides a review only if it breaks our rules, and the reason is recorded.

By the plan a pro has chosen, then a Featured badge, then review quality. A higher plan can place a pro higher; between pros on the same plan, reviews decide. Anything paid for is labelled.