Relocating office? How to choose new bookkeeper?

Jun 23, 2022 Admin 212 view(s)

 

You may want to switch accountants for a number of reasons.

Your accountant may not feel like a right fit and may not meet your needs. The accountant you normally work with may not be available, or perhaps you've relocated to Cranbourne or Pakenham and want to work with a local bookkeeper.

When switching providers, you should choose carefully and follow the right steps

• Seek referrals

The bookkeeper you are currently working with may be able to recommend someone providing reliable bookkeeping services in Cranbourne. In any case, do your research beforehand. If you have friends or business acquaintances, speak to them to find out who their company uses and why.

• Do your research

Having compiled a list of bookkeepers in the area, research them. Read reviews on Google and check testimonials.

• Find an industry expert

It is always beneficial to hire someone who has experience in your industry. There is no doubt that they are aware of the unique challenges that you face and will be able to give you expert advice due to their experience.

• Request a quote

Which billing method is most convenient for you? Flat rate or hourly? Ask your bookkeeper how much their services will cost and what the fees will be. Don't forget that investing a few thousand of dollars each year in a good bookkeeper is going to save you a great deal of time and potentially a great deal of money in the long run.

• Conduct a background check

The first step you should take is to ensure that your new bookkeeper is registered and qualified. In order to qualify as a bookkeeper, you must be a Certified Practising bookkeeper.

• Learn more about them

Your bookkeeper will be in regular contact with you. To find out if you will be comfortable working with a prospective new bookkeeper, you should schedule an appointment to meet up and have a chat with them. While you do not need to be best friends with them, you should feel comfortable with their communication skills and find them pleasant to spend time with.

How to switch Bookkeeper

It shouldn't be difficult to switch bookkeepers. After you have done your research and selected the bookkeeper who best fits your needs, follow these simple steps:

1. Your decision should be recorded in a letter to your former bookkeeper. They will be informed of your decision. You can also call them to let them know you are changing providers if you are on good terms.

2. Obtain a copy of all your financial records.

Legally, you don't have to speak with your old bookkeeper before leaving unless you are still under contract. There is no notice requirement. If you've worked with them for some time, it might be courteous to let them know.

Especially if you choose a new bookkeeper at an early stage, they may be able to gather all the relevant documentation on your behalfs such as the contracts and the invoices.