The Number One Thing You Should Look for in a Bookkeeper

Unfortunately, we haven't yet developed the digital equivalent of a handshake.

Here's the number one thing you should look for in a bookkeeper:

someone you can build a strong relationship with.

Does that surprise you?  Let's talk.

I won't berate the point that building relationships is a must for small businesses.  Nor will I attempt to argue that there aren't secondary qualities--attention to detail, work ethic, professionalism, trustworthiness--that are important too.  What I will argue is that you're looking for that human connection when hiring a bookkeeper; you're looking for that feeling from your gut, "I like this guy."  It's a little abstract, a little intangible but you'll know it when you feel it. 

Imagine asking someone for advice.  What qualities of this interaction make it a positive experience?  You want honesty.  You want openness.  You want to be comfortable discussing tough topics and help making rough decisions.  What type of person do you see yourself having this strong a relationship with?  That's who you are looking for.  It's not easy and it'll take time but you want to shoot for the ideal here.  You want an adviser comfortable advising.  You want to be comfortable being advised.  

So, in the beginning, how do you identify all these intangibles?  I'd make it a point to look for authenticity and respect.  These qualities put us at ease quickly--they build trust.  Look for someone eager to communicate, someone who is easy to get on the phone or who replies to emails quickly.  You'll be touching base with your bookkeeper frequently.  Make sure you won't be subconsciously dreading reaching out.  Finally, you are looking for a bookkeeper who values you and your vision.  It's another abstraction but your bookkeeper shouldn't lose sight of your goals and what you value.  In short, they should care.

All of this is a tough order.  And you still need to review all of their traditional credentials too.  Keep it mind that a strong relationship is doubly important if you are seeking a digital bookkeeper. 

Good luck.