You probably need a bookkeeper if you are behind on your books, cannot trust your reports, mix personal and business spending, or spend evenings on data entry instead of running the business.
11. You are behind
If transactions have not been recorded for weeks or months, the work only grows. Catching up later takes longer and costs more than staying current.
22. You do not know your profit
If you must guess whether last month made money, your books are not giving you the information you need to price, hire or plan.
33. Your accounts are not reconciled
Reconciling means proving your books match your bank. When this is skipped, errors hide and reports cannot be trusted.
44. Personal and business money are mixed
Mixed spending makes the books messy and tax time harder. A bookkeeper can sort it out and help you keep it separate going forward.
55. Tax time is stressful
If you scramble for documents every year, your records are not organized. A year-round routine makes tax time a short task for your CPA.
66. You have outgrown your system
More accounts, employees, contractors, invoices or jobs mean more to track. What worked at the start may not work now.
77. Your time is worth more elsewhere
Every hour spent on bookkeeping is an hour not spent on customers or growth.
A simple test: if your books are something you avoid, they need a different owner.
8What to do next
If three or more of these sound familiar, talk to a bookkeeper. A free 15-minute call is enough to find out where your books stand and what level of help makes sense.
Want help with your books?
Book a free 15-minute consultation. Tell us where you are stuck and we will recommend the right next step.