The Complete Guide to Choosing a Bookkeeping Firm for Your Business


According to the latest stats, there are roughly 669,130 CPAs currently working in America. 

If you’re looking to hire a bookkeeping firm, you might not know how to sort through all these firms so that you can find the right one. After all, identifying the difference between a good firm and a bad one can be hard. 

This post will teach you some of the basic things you need to know about choosing a bookkeeping firm. Once you’ve finished this post, you’ll know how to find the perfect bookkeeping company for your needs. 

Let’s begin!

Hiring a Specialist Can Be Helpful

When hiring a bookkeeping firm, you should hire someone with relevant experience. More specifically, you want to think about hiring someone that has dealt with your industry in the past. 

This is a good idea because those with relevant experience will understand how the tax system affects your industry.

Following this, they’ll know about the kinds of deductions your company is entitled to. They’ll also know about the common mistakes people make in your industry when filing tax documents.  

Check Out Their Website

Before you hire a bookkeeping firm, you should go through their website. 

If you do this, you can develop a decent understanding of the types of bookkeeping services they offer. You’ll also see some case studies, and these documents can help figure out how much experience with bookkeeping a particular firm has. 

Work With Someone That Understands Your Tech Stack

Ideally, you want to work with someone that’s already familiar with the ‘bookkeeping tech stack’ you currently use in your firm.

If you don’t do this, you might hire someone that uses a different tech stack, and this could create a lot of problems. That’s because you’ll need to switch things over, and this can create a lot of hassle. 

Luckily, most accountants have a section on their site that covers the tech they’re used to working with. If you’d like to see an example of a firm that does this, check out

Read Reviews

As with many other things, reading online reviews can be a big help when hiring accountants. 

If you want to see the reviews of a particular accounting firm, just type their name into Google.

If you do this, you’ll see the profiles they have on different ‘review websites.’ You can then check out these profiles to see what people have to say about a specific firm. 

Is Choosing a Bookkeeping Firm Difficult?

Choosing a bookkeeping firm can be difficult if you have very little experience with this kind of thing. 

That said, after reading this post, you should have a lot more confidence in regards to how you can approach this task. Of course, mistakes can happen, and you may accidentally hire the ‘wrong’ accounting firm. 

If that happens, it’s important you don’t beat yourself up too much. You just need to figure out what went wrong, and you then need to use this knowledge to help you find a better firm. 

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