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 pr...