Outsourced Bookkeeping Support

Important Questions to Ask Potential Service Providers


Basic Questions:

• What software(s) do you use?

• Do you charge for your initial consultation?

• Do you offer a Flat Fee for Service Rates?  Hourly Rates?  Project Rates?

• Do you charge a set-up fee?  If so, what does it cover and how much is that?

• Do you use services such as Drop Box, Cross Loop, or Google Drive for File Transfers?

• Do you have an office or do you work from home?  What is your office address?

• Do you have staff or will we only be working with you?

• Can you log in to work remotely?  Join.me, Logmein.com, Go to My Pc, for example.

• Will you work in our office or yours?

• Can you pick up and deliver?

• What are your hours?

• Do you work weekends?

• Do you have a couple of CPA’s that you work with?  Can you suggest one for us if needed?

• How long have you been in business?

• Do you have any recommendations if this is not a service you can provide?

Do You Do Payroll?

• If yes, do you print the checks or do we?

• Do you pay the taxes online or do we?

• Do you file the Quarterly Payroll Reports?

• Do you prepare W-2’s and 1099’s?

We Need Bookkeeping!

• Can you provide off-site full charge bookkeeping?

• What if we just bring to you at month end?

• Do you work with Hosted Services such as Right Networks?

• Do you use QuickBooks Online?  If so, how experienced are you and can you give us a

comparative of that vs. Desktop?

• Can you attach your bookkeeping file to our bank online so you can keep our balances current

and reconcile our accounts monthly?

• Will you pay our bills either via our bank bill pay service or by processing checks for us to review,

sign and mail?

• Will you invoice our Customers and process monthly statements??

• Will you receive checks, apply payments and make our bank deposits?

• Do you provide “check-ups” on a periodic basis if we just need some oversight?

• Are you accessible if we have questions or need to speak with you?  Do you charge extra?

Got a QuickBooks® Mess? 
Call the QuickBooksGal!
(775) 348-9225

Comments

  1. Nowadays, in this competitive business market, when business owners are busy in competing with their rivals, Somewhere their business transactions are lacking as there is no one who can handle the financial transactions in an organized manner so that adequate profit and loss can be detected. In that case, it is recommended to hire professionals as they can manage your entire financial transactions in an exceptional manner. Even your confidential business documents will be kept in safe hands.

    ReplyDelete
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