Preparing for a Bookkeeper: How to Get the Most Out of Your Money
Hiring a bookkeeper can feel like a big leap, especially if you’ve been DIY-ing your finances or flying by the seat of your pants. But the truth is, bringing in a bookkeeper isn’t just about catching up. It’s about leveling up.
Whether you’re ready to hire or just wondering what it takes, here’s how to prep like a pro and make the most of your investment.
1. Don’t Panic if it’s not Perfect
Spoiler alert: We expect a little mess. That’s kind of the job. You don’t need a perfect spreadsheet or a pile of perfectly labeled receipts. You just need to be honest about what’s going on so we can get clarity together.
2. Know Your Goals
Are you trying to get out of debt? Grow your business? Finally understand where all your money’s going? Having clarity on your why helps your bookkeeper tailor everything to your specific goals, not just general bookkeeping rules.
3. Gather the Goods
Here’s what helps us hit the ground running:
Business bank statements (last 3–6 months)
Any spreadsheets or financial tracking you’ve been using
Access to QuickBooks or other accounting software (if applicable)
A list of recurring expenses or monthly obligations
4. Ask Questions (Seriously!)
A good bookkeeper will never make you feel dumb for asking questions. This is your money. We’re just the guide. Want to know why a category matters or how something’s calculated? Ask away. We’re here for education and support, not just number crunching.
5. Be Open to a Fresh System
Sometimes the way you’ve been doing things isn’t wrong—but it’s not efficient either. Part of prepping for a bookkeeper is being open to better ways to track, organize, and plan. We want systems that support you, not stress you out.
Bonus: What You’ll Get in Return
Confidence in your numbers
Less time spent stressing over spreadsheets
A clear path to your goals
Peace of mind you can’t put a price tag on
Not sure where to begin?
The Sunrise Series is the perfect first step. This is a gentle, judgment-free way to get clarity on your numbers and start fresh.