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Kathryn Vincent

Top 5 tips for finding the right bookkeeper



Are you a Limited Company who is VAT registered and struggling to keep on top of your accounts? Have you considered outsourcing your bookkeeping?


Your bookkeeping is probably one of the easiest things you can delegate to someone else, but your accounts are a big responsibility so it’s important that you find the right bookkeeper to hand over to.


If you’ve been looking after your own accounts or you are looking to move away from your current bookkeeper, we have put some tips together for you to ensure that you’re getting the support you need and outsourcing to the right people who you can trust.



1. Make sure it feels right


Book in a discovery call and get to know the person you are entrusting with your accounts. Trust your instincts. Human instinct is usually right, if you click with someone and the communication flows on your discovery call, then it’s likely you will get along and the communication will be flawless. Being able to communicate with each other is a vital aspect of your bookkeeping. If you don’t feel it’s right during your discovery call then move on and find someone else. It’s important that you build a relationship with your bookkeeper and you understand them, you need someone who isn’t going to confuse you by speaking jargon.


Check out their reviews or better still get a recommendation from someone you trust.


2. Experience


Choose a bookkeeper with experience in your field or business structure. If your bookkeeper is familiar with your business type then they will be able to support you more efficiently and give you relevant advice in order to get the best out of your accounts. At Long White Cloud Accounting Ltd we specialise in Limited Companies who are VAT registered. If we’re approached by a potential client who doesn’t fall into this category then we can make a recommendation as we have plenty of contacts that would be suitable.


3. Qualifications


Make sure the bookkeeper you choose is qualified. For example Long White Cloud Accounting is supervised and accredited by the ICB. Don’t be scared to ask for proof of this. You're handing your finances over to someone and you need to be sure you can trust them.


4. Software Savvy


A great bookkeeper will be using the latest software to ensure that your bookkeeping is as streamlined and efficient as possible. This means the information you will need to provide manually is minimal, saving you time and giving you access to your accounts in real time so that you can make important business decisions on the go. Having the right bookkeeping software will eliminate paperwork and there will be less chance of invoices and receipts going missing. The last thing you need is losing paperwork so you miss out on vital expenses. At Long White Cloud Accounting Ltd we use the latest Cloud Accounting software with the use of OCR (Optical Character Recognition) so you can snap receipts as soon as you spend.


5. Proactive and reactive


Your bookkeeper should be able to take action on your behalf without having to keep asking you questions. Of course in the beginning there will be questions to be answered but once your bookkeeping is set up, your bookkeeper should be able to deal with discrepancies, chase outstanding debt on your behalf, and resolve invoice queries so that you don’t have to worry. Your bookkeeper should make your life as stress free as possible when it comes to your finances. It’s a great idea for your bookkeeper to act as your agent with HMRC so you no longer have to spend hours on the phone to them. If you entrust Long White Cloud Accounting Ltd with your books we will also look at ways to help you save money. By reviewing your transactions we can advise you on how you could save money or cut back on subscriptions which you are not using to their full potential and help you to introduce new software which would help your business to be more productive, cost effective and efficient.




If you’re looking to find the right bookkeeper for your VAT registered, Limited company then book a call with us! We would love to have a chat and hear more about your business aspirations.





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