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🎁🎁USE CODE: SSCYBERMONDAY FOR UP TO 70% SAVINGS 🎁🎁

How Do You Know If You Need To Fire 🔥 Your Bookkeeper?

Is Your Bookkeeper the Right Fit?

Is Your Bookkeeper the Right Fit for Your Business?

Answer these 10 questions to find out if your current bookkeeper is meeting your business needs.

1. Do They Deliver Reports Regularly?

Yes, I get consistent, timely updates.
No, I rarely see clear, timely reports.

2. Are Your Books Always Up-to-Date?

Yes, my financial records are current and accurate.
No, I often have to follow up or find errors.

3. Do They Understand Your Industry?

Yes, they know my industry’s specific needs.
No, I don’t think they fully grasp my business model.

4. Are They Using Modern Tools?

Yes, they use software like QuickBooks or similar tools efficiently.
No, they use outdated or overly manual methods.

5. Do They Proactively Identify Issues?

Yes, they flag potential financial issues before they escalate.
No, I’m the one who usually catches problems.

6. Do They Help with Cash Flow Management?

Yes, they provide insights and help me manage cash flow effectively.
No, I don’t get much support in this area.

7. Are They Transparent About Their Work?

Yes, they explain their processes and keep everything open.
No, I don’t always know what’s going on in my books.

8. Do They Respond Quickly to Questions?

Yes, they’re available and answer questions promptly.
No, I often wait too long for a response.

9. Do They Help During Tax Season?

Yes, they provide everything needed for smooth tax filing.
No, I end up scrambling or missing deadlines.

10. Do You Trust Them Completely?

Yes, I have full confidence in their abilities.
No, I often second-guess their work.

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