24/07/2026
How do you choose the right bookkeeper?
Finding the right person to look after your company finances isn't always the easiest task.
Bookkeeping isn't simply entering numbers into software. it requires training, qualifications, up-to-date knowledge of legislation, and a commitment to professional standards. unfortunately, i regularly help businesses correct costly mistakes made by people who have offered bookkeeping services without the appropriate qualifications or experience.
When appointing a bookkeeper, there are some key questions you should be asking to protect your business and save expensive clean up costs.
✔️Always ask if the bookkeeper is licensed. A qualified and licensed bookkeeper will be supervised by a professional body such as AAT and be AML compliant. Licensed members are bound by strict ethical standards, and required to have Professional Indemnity Insurance and comply with Continuing Professional Development (CPD).
✔️Does the bookkeeper understand VAT rules (including schemes like Flat Rate, Cash/Accrual, margin schemes), PAYE/CIS, and Making Tax Digital (MTD) submission requirements.
✔️Does the bookkeeper use MTD compliant software? Look for bookkeepers that are Xero Partners/Advisor Certified or Quickbooks Certified ProAdvisors. This shows they have passed the training on this type of software.
✔️Does the bookkeeper have experience in your industry? Bookkeeping requirements and rules can differ between industries. Make sure you are confident that your bookkeeper can provide what your business needs.
✔️Does the bookkeeper have the capacity to take on the work you require and meet your deadlines?
✔️If in doubt use official professional body directories such as the AAT register to search for licensed professionals.
If you are looking for professional, reliable bookkeeping support, i'd be happy to help. Feel free to get in touch today for a no-obligation chat.
Virtual bookkeeping services. MTD for income tax, Vat returns, CIS returns, Bank Reconciliations, Payroll, Month End Reporting and More.