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Guide to Bookkeeping

Research your options before selecting a bookkeeping service


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The need for bookkeeping services has kept pace with the rise in small and home-based businesses. Accurate financial information is necessary to make sound business decisions. Since the number of tax and accounting rules requiring compliance can seem endless and labor-intensive, a professional bookkeeper is indispensable for the small business owner.

The number of bookkeeping providers is as varied as the types of small businesses, so by doing a little research, you can find just the right fit for your firm. Your search could yield a brick-and-mortar bookkeeping vendor listed in a B2B bookkeeping directory, a bookkeeper to work out of your office or a professional who performs your bookkeeping online. What should you look for in a potential bookkeeper?

1. Experience providing bookkeeping service in a business similar to your own

2. A list of verifiable references

3. Business hours that insure their bookkeeping service is available when you need them

4. What bookkeeping services are included in the regular hourly rate



Action Steps
The best contacts and resources to help you get it done

Search for a traditional bookkeeping firm


Many business owners prefer working with a traditional brick-and-mortar bookkeeping supplier. Being able to drop off your records and personally interact with the bookkeeper is a comfortable way of doing business. For that reason, traditional firms offer convenient drop-off hours and accessible office locations to cater to entrepreneurs who prefer customary business methods.

I recommend: ER Bookkeeping Services specializes in providing quality bookkeeping service for small businesses at affordable rates. Their pre-bundled service packages start at a low monthly fee and include pick-up and drop-off service. Bakersmith Bookkeeping Group is recognized for being available, accessible and responsive. They custom tailor their bookkeeping service to your needs and at your preferred location.

Find a bookkeeper willing to work out of your office


For those business owners who want their bookkeeping done onsite for security or confidentiality, you can engage a professional bookkeeper to perform the work in your office. This gives you the ability to interact with your bookkeeper at a moment's notice and utilize their expertise as needed.

I recommend: The Borden Group offers full bookkeeping service at your convenience with flexible scheduling. They can provide qualified bookkeepers to work onsite. Account Services offers different levels of service to provide ultimate flexibility. They will perform your bookkeeping service remotely or station a professional at your location.

Utilize online bookkeeping for convenience and flexibility


Online bookkeeping is becoming increasingly popular as business owners realize the advantages. Data resides on a web-based application allowing remote access by the bookkeeper, the accountant and the business owner. Financial information can be conveniently retrieved 24 hours a day.

I recommend: TAD Accounting gives you an added layer of protection by handling the bookkeeping and leaving the cash handling in your office. They have 95 years of experience so you can be assured of high quality bookkeeping. MKG Accounting Services gives you the freedom to access your accounting information from anywhere at any time with your password-protected access. Their bookkeepers are available to your 24/7.

Tips & Tactics
Helpful advice for making the most of this Guide

  • The American Institute of Professional Bookkeepers bookkeeping website gives you access to accounting forms, tax forms, IRS publications and computer templates that every small business owner needs.

The official source of Bookkeeping is the Bookkeeping page at Business.com

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