PORTEIRO

Bookkeeper Hiring Checklist

Typical cost: $40–$100 · Use this before booking any bookkeeper in the US.

Questions to Ask

  • Use cloud accounting tools for real-time access
  • Schedule monthly reconciliation reviews
  • Confirm chart of accounts setup for service revenue
  • Are you licensed and insured for this type of work in my state?
  • Can you provide a written estimate before starting?
  • What is your cancellation and rescheduling policy?

Red Flags to Watch For

  • delayed reconciliations affecting cash flow visibility
  • bookkeepers unfamiliar with service industry invoicing
  • unclear handoff process to accountants at tax time

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PORTEIRO matches you with trusted local professionals across the US.