Every business, no matter large or small, needs a bookkeeper who is responsible for keeping records of all transactions. Thus, having an accountant or bookkeeper to work for you is crucial to your business.

If you are using Xero as your bookkeeping software, then you should look for a bookkeeper who specialises in it. With a good Xero bookkeeper to help you keep track of your finances, you will save a considerable amount of time and your cash flow will be better managed. To help you find a competent Xero bookkeeper, here are some of the most important things that you need to consider:

Understand the Type of Bookkeeper You Need

The first thing to consider is the type of Xero bookkeeper that you want to hire. You have to decide whether you want to hire a firm or an individual for the job. Needless to say, this decision should largely base on your company’s needs and budget. You also have to think about whether you want to hire a remote bookkeeper or an in-office bookkeeper. Keep in mind that you will not be able to meet your remote bookkeeper as regularly as you may have liked, but by using Xero, they can easily log-in to your account and help you with any questions or problems that might have.

Take Reviews into Account

You should read reviews from customers that have already been using Xero bookkeeping software when finding your bookkeeper so that you can get some good recommendations. Social media platforms are also a great place to look for a bookkeeper and learn more about them.

Look For Someone With Experience

It is very important that you hire an experienced Xero bookkeeper for your business. If your bookkeeper is already familiar with the software and has some experience working in similar types of business, you will get to save a lot of time and efforts that you will otherwise have to spend on all the training.

Know How Often You Make Your Transactions

Another important thing to consider is the number of transactions you make on a daily, weekly, or monthly basis. This will allow your potential bookkeeper to gain a better understanding of what will be required of them. The rule of thumb here is: the more frequent the transactions, the more time your bookkeeper will need to spend.

Find a Reliable Bookkeeper

When it comes to finding someone to handle your financial matters, you want to make sure that you can trust that person. A candidate may come with the most impressive credentials and certifications, but it does not necessarily mean that they are reliable. Therefore, it is highly recommended that you seek an established bookkeeping company that has been in business for some time now. Look for a company that shows consistencies in their integrity and standpoint. In addition, before you hire anyone, you should always ask them for references from current clients to verify their competence and reliability. Social media and Google reviews are also a good avenue to learn about your potential bookkeeper.

Conduct Interviews

Once you have a shortlist of potential candidates for bookkeeping, you will want to conduct an interview with each one of them. This will allow you to get all the details about their experience and background. Moreover, an interview will enable you to get a sense of their personality. This is extremely important as you want to make sure that you hire someone who you know can get along well with you and everyone in the company.

The Peloton are Xero Gold partners with an extensive client base of customers using Xero accounting software.

If you need some help with your bookkeeping, get in touch.

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Kurt Trew - Marketing at The Peloton