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Your Money, Your Rules | Money Mindset, Money Management, Abundance Mindset, Budgeting, Spirituality

105 | 5 Essential Questions to Ask Before Hiring a Bookkeeper (and Avoid Costly Mistakes)

01 May 2025

Description

Ready to hire a bookkeeper but afraid of making the wrong choice? You’re not alone.  Finding someone who truly understands your business finances is critical—and rushing this decision often leads to expensive missteps.In this episode, I dive into the 5 non-negotiable questions (plus one bonus!) you must ask before bringing a bookkeeper onto your financial team.Whether you're hiring your first bookkeeper or considering a switch, these questions will help you:✅ Avoid costly hiring mistakes✅ Align your bookkeeper with your specific business needs✅ Set clear expectations from the startHere’s what we cover:Why industry-specific experience matters—especially for online businessesHow to ensure software compatibility with your accountantThe ideal communication rhythm and report cadenceWhy understanding your own finances (even a little) can protect you from major lossesThe importance of service boundaries, security protocols, and yes—vacation coverage Other ways to connect with me: Come learn with me in my monthly workshops ➡️ Join here Grab your free Human Design chart ➡️ Get your chart here Work with Me ➡️ Schedule your free clarity call here From my soul to yours, Erin

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