Bookkeeping is one of those fields where expectation is different from reality. We're stereotyped as these human calculators who sit in a dark room filled to the brim with receipts, and we magically create a ledger out of them. While it is true that we spend a lot of time going over receipts and inputting data, our jobs are much more dynamic than that. Here are the expectations of a bookkeeper, and the reality.
Bookkeepers Inherently Know What to Do. Hire them, let them do their work, and forget about it.
Every organization, and every business leader has different goals and needs for the bookkeeper to keep in mind. While bookkeepers are trusted professionals, they are still humans who need to know your goals and expectations. We recognize standard business practices, but we also want to know details about office culture, general goals, fundraising goals and projects, etc. Talk to your bookkeeper before they start working to make sure they are a good fit and understands the standards you want and the expectations you have.
Bookkeepers are living calculators that should be left alone.
If you want a business relationship with your bookkeeper, communication is a must. Constantly talk to your bookkeeper about ways you could be saving money, how to minimize your tax burden, and organizational alternatives to boost efficiency. These conversations are what makes a bookkeeper a worthy investment.
Quickbooks is no different from a bookkeeper.
All financial applications, including Quickbooks, are designed to help bookkeepers, not replace them. Technology does not, and will never replace bookkeepers, nor are the two even at odds with each other. Bookkeepers today give the best service when working with technology, not against it.
Bookkeepers know their debits from their credits, they have a deep knowledge of accounting principles that Quickbooks does not have. While it looks like it's all filing, there is a fair amount of analysis that goes into a proper, accurate, and efficient ledger.
Bookkeepers are masters at data input and analysis. We know how to categorize any expense and review any ledger, including ones produced by apps. We also work best through communication and collaboration. It's never as simple as being told what to do. Consider these points before you hire a bookkeeper and consider giving us a call when you're ready to take your finances to the next level.