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What Are the Qualities of a Good Virtual Bookkeeper?

Rahul Maingi

By admin, July 1, 2019

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The virtual bookkeeper or bookkeeping team is responsible for maintaining the records of all the transactions in your company and ensuring it is accurate and up to date. These days, use of various software has made it possible to make the process much faster, and error-free. But it is still a daunting task that should be entrusted to the most competent person or company you come across.

Virtual Bookkeeper

This post shares some must-have qualities to judge the competence of a virtual bookkeeping company or professional you are about to hire.

Why Are Bookkeepers Essential?

When you have a strong accounts department, you may wonder about the necessity of a bookkeeper. However, a lot of work done by your accountant depends on the services provided by bookkeeping experts. Here’s why the bookkeepers should be hired as well:

To learn more, you can check this post by us which discusses this topic in detail.

6 Qualities of a Good Bookkeeper

The following are some qualities that you should look for in a bookkeeper:

  1. Qualification of the person

The educational qualification of the professional should be relevant to the service they are providing. The technical knowledge of accounts and commerce is essential to smoothly provide you the service. To verify their professional expertise, ask the potential virtual bookkeeper different questions on taxation and accounting, and the role of bookkeeping. Also, find out whether they are aware of the latest accounting software and adept at using them.

  1. Organization and teamwork skills

A good bookkeeper should be able to work in a team as he/she might need to communicate with other departments to crosscheck transaction details, follow up and suggest necessary actions. Also, he/ she should be organized to complete the job in a timely fashion. A skilled professional who is not a very good team worker will eventually prove to be difficult to work with as misunderstandings arise from a communication gap. This can pose many problems for the company in taking crucial financial decisions.

  1. Quick thinking and analytical attitude

During a financial crisis, which every organization undergoes at some point in time, the bookkeeper can help you out with his/ her expert guidance. Informative advice on the current financial condition that can help you while taking any major decision related to your business. A bookkeeper who is willing to admit that they are at a loss about providing a solution when the situation is out of hand can prove to be an asset to your company as you can rely on their judgement and thinking.

Honesty is another important criterion that you should judge while hiring a bookkeeping professional or a virtual bookkeeping company. In a situation where any complication arises or instances of missing entry and probable fraudulent activity in the company, the bookkeeper must be proactive and open about bringing it to your notice immediately.

  1. Ready to update their knowledge

Methods of bookkeeping is being constantly updated from time to time, thanks to the innovation in technology. To keep your business running, it is important to work with professional bookkeepers who are willing to learn new skills and methods to improve their services. Rules and regulations related to tax keep changing and your bookkeeping expert should be open-minded enough to adapt to them for the betterment of your company.

  1. Prioritizes company welfare and customer satisfaction

If you are hiring the services of a virtual bookkeeping company, check their background and the reviews they have received from other customers.  A reputed bookkeeping company, noted for accuracy, time maintenance and prompt customer service, is the ideal choice for you.  Ideally, it should also align to your specific needs and budget.

  1. Expertise in working in your industry

The financial exchange in different professional fields varies and must be tracked accordingly. A bookkeeper who has already worked with clients from a similar field will have a better understanding of how things work in your industry. As a result, they will be able to adapt to the working style of your industry quickly compared to other bookkeepers who are not as familiar and experienced in working with companies of your industry.

When you are seeking bookkeeping services, it is important to judge the skills and experience of the potential company or candidate so that you do not have to worry about the company’s financial records anymore. The above-mentioned are several things which you will need to take note of to recognize a bookkeeping company or individual expert ideal for your business.

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