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What do I need to provide my bookkeeper?

 
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What do I need to provide my bookkeeper in and near Hickam Afb Hawaii

Getting Ready for Your Bookkeeper
Hickam Afb Hawaii

What do I need to provide my bookkeeper?



Okay, so you've decided to hire a professional bookkeeper, but the thoughts hit you:


  • ”What information does my bookkeeper need to do my books accurately?”

  • “How long is it going to take me to give her all the relevant documents and information?”


And there you go seeing another huge job ahead of you again. Stop!

Providing your bookkeeper with the information needed to get your financial records in spic and span condition should not be difficult or take too much time. All that is needed is a little bit of planning.

The most important thing you need to do is make sure your bookkeeper gets hold of all your receipts so you need to set aside a place to put them - and do it consistently! Your job is simply to make sure that every time you spend money, pay a bill, or get money, you have written (or online) proof that you can provide to your bookkeeper.

Today, many financial receipts, especially for monthly bills, are done through means of electronic transactions these days, and you can just forward this information. In cases where it is still done the old fashioned paper method, you need to keep them safe until they are delivered. As you get your receipts, take a few seconds and write a few notes on the back about what they are for, where you were and who you were with (if it's a business meeting).

And yes, the bookkeeper will take your shoeboxes and piles of receipts; if that's the way you have them!

You will also need to decide how you want to provide your bookkeeper with your bank account information.

One way is to provide direct access online. This may seem a little scary, which is why you want to make sure that you have thoroughly checked the credentials and reputation of the bookkeeper that you hire for the job. You can make arrangements with your bank so that the bookkeeper only has access to view information and does not have any authority to actually make any banking changes. You can create this ID with your bank, and this restricted access also lets you know when your account is being looked at. Alternatively, make sure you send print copies of the relevant banking documents on a monthly basis.

For businesses, your bookkeeper also needs information about your assets as well as your liabilities.

Let's get to the bottom line, the more information you are able to give your bookkeeper, the better she will be able to do her job, and possibly, the more rebates she might find for you, especially when preparing your taxes. Your bookkeeper should be viewed as a highly important part of your business (or personal financial plan) and can be relied on to keep your information up to date, confidential and safe.

If want to know more about bookkeepers and what they need in order to help you maintain your financial records, give us a call. We will be more than happy to answer your questions.


Bookkeeping in Hickam Afb Hawaii: Professional Bookkeeping Services
Bookkeeper in Hickam Afb Hawaii: Professional Bookkeeper
Frequently Asked Questions
  How will bookkeeping help me?
  Does my small business need a bookkeeper?
  What services can a bookkeeper provide for my business?
  Whats the difference between a bookkeeper and an accountant?
  How can a bookkeeper help me get ready for tax time?
  Can a book keeper help me with payroll?
  What do I need to provide my bookkeeper?
  What are some book keeping tips for small businesses and/or freelancers?
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Contact Us Hickam Afb Hawaii Contact Us Hickam Afb HI Contact Us Hickam Afb
Professional Bookkeepers Hickam Afb Hawaii Professional Bookkeepers Hickam Afb HI Professional Bookkeepers Hickam Afb
How Bookkeeping Services Work Hickam Afb Hawaii How Bookkeeping Services Work Hickam Afb HI How Bookkeeping Services Work Hickam Afb
Business Bookkeeping Services Hickam Afb Hawaii Business Bookkeeping Services Hickam Afb HI Business Bookkeeping Services Hickam Afb
Corporate Bookkeeping Services Hickam Afb Hawaii Corporate Bookkeeping Services Hickam Afb HI Corporate Bookkeeping Services Hickam Afb
Personal Bookkeeping Services Hickam Afb Hawaii Personal Bookkeeping Services Hickam Afb HI Personal Bookkeeping Services Hickam Afb
Types of Clients We Serve Hickam Afb Hawaii Types of Clients We Serve Hickam Afb HI Types of Clients We Serve Hickam Afb
Green Bookkeeping Hickam Afb Hawaii Green Bookkeeping Hickam Afb HI Green Bookkeeping Hickam Afb
Full Time or Temporary Staffing Hickam Afb Hawaii Full Time or Temporary Staffing Hickam Afb HI Full Time or Temporary Staffing Hickam Afb
Quickbook Services Hickam Afb Hawaii Quickbook Services Hickam Afb HI Quickbook Services Hickam Afb
How will bookkeeping help me? Hickam Afb Hawaii How will bookkeeping help me? Hickam Afb HI How will bookkeeping help me? Hickam Afb
Does my small business need a bookkeeper? Hickam Afb Hawaii Does my small business need a bookkeeper? Hickam Afb HI Does my small business need a bookkeeper? Hickam Afb
What services can a bookkeeper provide for my business? Hickam Afb Hawaii What services can a bookkeeper provide for my business? Hickam Afb HI What services can a bookkeeper provide for my business? Hickam Afb
Whats the difference between a bookkeeper and an accountant? Hickam Afb Hawaii Whats the difference between a bookkeeper and an accountant? Hickam Afb HI Whats the difference between a bookkeeper and an accountant? Hickam Afb
How can a bookkeeper help me get ready for tax time? Hickam Afb Hawaii How can a bookkeeper help me get ready for tax time? Hickam Afb HI How can a bookkeeper help me get ready for tax time? Hickam Afb
Can a book keeper help me with payroll? Hickam Afb Hawaii Can a book keeper help me with payroll? Hickam Afb HI Can a book keeper help me with payroll? Hickam Afb
What do I need to provide my bookkeeper? Hickam Afb Hawaii What do I need to provide my bookkeeper? Hickam Afb HI What do I need to provide my bookkeeper? Hickam Afb
What are some book keeping tips for small businesses and/or freelancers? Hickam Afb Hawaii What are some book keeping tips for small businesses and/or freelancers? Hickam Afb HI What are some book keeping tips for small businesses and/or freelancers? Hickam Afb