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Questions to ask a prospective bookkeeper

Tuesday, August 29, 2017 - by Max Business

Deciding to outsource your bookkeeping tasks to a qualified team is a smart business decision, especially for small to medium-sized business owners with little experience in financial reporting or bookkeeping.

You’ve taken the first step. Well done!

But the next step in hiring a bookkeeper in Melbourne is just as important and can seem quite daunting.

Knowing the right questions to ask a prospective bookkeeper can be quite tricky, and it’s important to make sure you get all the vital information you need and feel assured that you’re choosing the right team.

Not sure what questions you should ask when meeting with bookkeepers?

Don’t worry - we’ve done the work for you.

We know what information is critical for our clients, and we know those questions most business owners don’t even know they want the answers to! And what’s more, we’ll answer the questions for you too.

Think of this blog as a mini meeting with Maximum Business Solutions. After reading this blog, we hope you’ll be more confident when approaching a bookkeeper to find out if they’re the right fit for your business!

Do you know my industry?

Are you a plumber? Or a store manager? Maybe you’re a chef?

Every industry is unique. There’s a reason that you’re doing what you’re doing and you’re driven by a passion behind your work. You’re the expert, after all.

Outsourcing your bookkeeping tasks to an agency is a big commitment, and having a firm that understands your industry makes all the difference. Bookkeeping tasks don’t vary a lot from industry to industry, but the passions and people who work in them do.

We have worked for many different industries, and we pride ourselves in the level of detail we go to knowing each client’s specific business and unique needs. We work hard to be an integral component of your business’s team; not a hard to reach, disconnected provider.


Have you worked with a business my size?

If you’re worried that your business is too small to take on a bookkeeping agency then put your fears aside.

We’ve worked with the smallest of businesses and been instrumental in seeing them take control of their finance.

With a vast pool of experience working with all business sizes, we’ll help you get back to the work you actually enjoy doing!


What financial advice can I expect?

This is a really good question to ask as it clearly defines the services you’re paying for and sets expectations for both parties, providing you with confidence and insight.

Maximum Business offer three packages from you to choose from. Browse the packages to better understand what’s included, and give us a call if you need any more clarification.


How will we communicate?

The last thing you want is to outsource your bookkeeping tasks to a firm that expects you to always contact them and never makes any effort to reach out to you.

Communication between bookkeepers ing service providers and business owners is essential in maintaining the quality of the bookkeeping services.

Maximum Business Solutions knows this and as such ensures clear and consistent communication to ensure that our connection with our clientele is authentic.


What bookkeeping software do you use?

The software a bookkeeper uses is a direct reflection of the type of business they are.

If a bookkeeper isn’t familiar with the latest software available and not partnered with a variety of providers, then what are they really adding to your business?

Maximum Business Solution is partnered with a dozen of the most popular and well performing digital bookkeeping software providers available, including MYOB and Xero. for a full list of our software partners click here.


More questions? Chat to Maximum Business Solutions today

Is there another question you’d like to know before you commit?

Give us a call or organise a consultation today! Stop wasting time and start maximising it with a little support from Maximum Business Solutions.