Switching to a Local Bookkeeper
After using Bench Bookkeeping for a few years, I decided to cancel my service due to their recent merger and some alarming reviews about their accuracy.
I’ve now chosen to work with a local bookkeeper. I apologize if this is a basic question, but I’ve primarily relied on Bench’s software, which I haven’t interacted with much. From my research, it seems that local bookkeepers can work with any software you use. However, since I’ve never used any Accounting Software before, I’m a bit confused.
What are the main differences between a service like Bench and working with a local bookkeeper who uses “your software”? Will I need to organize my transactions, or should I expect my bookkeeper to handle that for me? I’m hoping for a smooth transition!
One response
It’s great to hear that you’re making the switch to a local bookkeeper! Transitioning to a one-on-one relationship can have a lot of benefits, especially when it comes to communication and personalized service.
With a local bookkeeper, you can expect a few key differences from Bench:
Personalized Service: A local bookkeeper will provide tailored service based on your specific business needs. You can ask questions and get immediate feedback, which may not be as accessible with a larger service like Bench.
Software Flexibility: While Bench uses their own proprietary software, a local bookkeeper can work with various Accounting Software options based on what you choose. Popular choices include QuickBooks, Xero, or even more straightforward Excel spreadsheets, depending on your comfort level.
Transaction Organization: Generally, a local bookkeeper will help organize your transactions, but it’s useful to be proactive in providing them with any receipts or documentation. They’ll typically have processes in place to categorize your transactions, but setting up a good system from the start can make things smoother.
Regular Communication: You’ll have the opportunity for ongoing communication about your finances, advice on best practices, and the ability to ask questions in real time.
Local Knowledge: A local bookkeeper often has insights that are specific to your area or industry—from tax regulations to best practices that affect your local market.
In terms of organizing transactions, it can depend on your bookkeeper’s approach. Some may prefer you to export your bank and transaction data regularly, while others may have solutions in place to help streamline this process. It’s a good idea to discuss these expectations with a potential bookkeeper so you’ll know how hands-on you’ll need to be.
Overall, make sure to communicate your needs and preferences upfront to ensure a smooth transition. Good luck with finding the right bookkeeper for you!