• Steph McGuirt

5 questions to ask a bookkeeper during your consultation

Updated: Sep 4, 2019

If you’re ready to work with a Bookkeeper, you’ll likely start with a consultation or as we call them, Discovery Calls.

The free Discovery Call is a (roughly) 20-minute chat to learn about each other's businesses. It should also set the stage for all those next steps. We like to prepare for these calls by gathering information on our prospective client. It’s also a good idea for you to do a little prep before the call too.

Many times people reach out to us when they know something is wrong. They feel frustrated and are so ready for help.

In this cloud of frustration, they often forget to consider (and ask) key questions about working with a Bookkeeper.

By simply asking about a few essentials, you’ll gain more insight and get the most value out of your free Discovery call. You’ll also have a clearer picture of the team you may be working with and what the next steps are.


When reaching out for help, the goal is always less confusion—not more, so let’s nip that in the bud today!

Alright, so, you’ve done some research on your Bookkeeper, and you feel pretty good about working together. You schedule your Discovery Call, and then you...

Well, what exactly do you do?

First, ask yourself:

  • What pain point in my business do I need to solve by hiring a Bookkeeper?

  • What are my overall expectations of a Bookkeeper?

  • Are there any bookkeeping tasks that I want to manage?

  • What would I like my Bookkeeper's responsibilities to be?


Once you answer these questions and know what you want, you’ll gather your key questions that you’ll ask your potential Bookkeeper:

  1. What is your experience in my industry? Surprisingly, no one's asked me this question, and I think it’s a pretty big one. If you have industry-specific accounting needs (I.e., job costing for the Construction industry), you want to know how familiar your Bookkeeper is with that process.

  2. What is your preferred method of communication? Maybe you prefer phone over email when you have questions. You’ll want to know how your Bookkeeper communicates before you engage. In our firm, all of our calls are scheduled, and we have a clear agenda beforehand. This helps everyone prepare for the call and make sure all items are resolved. Otherwise, we communicate primarily via email. We realize this may not be a good fit for everyone, and that’s okay! Be sure you’re on the same page here before signing on the dotted line or else you’re bound to experience frustration in this area.

  3. What is the best way to share my business documents with you? If you’ve got a stack of paper documents in your office that your Bookkeeper needs access to, be sure you know how they would accept them. What type of digital storage solution do they use? Or, you may be looking for someone to come onsite to pick them up, and there could be fees for that, so it’s best to ask about this up front.

  4. What are the next steps after our call? Never leave a discovery call confused! If you’re not clear on what happens next, be sure to get your answers now.

  5. When can we start? Some accounting firms are much busier than others, and onboarding capacity can be very different firm to firm. If you’ve decided on a start date, you’ll want to know precisely when your Bookkeeper can get started as well. October through April is a busy season for Accountants and Bookkeepers, so keep this in mind if you're waiting until then to reach out.

Over the years, we’ve enjoyed speaking with so many business owners on discovery calls.

Through these chats, we’ve found that asking the five questions listed above do make a big difference in how comfortable prospects feel during and after the call.

Remember: NEVER be afraid to ask questions! We want you to have all the answers you need.

Ready to schedule your discovery call? Contact us today.

And, don't forget to grab your FREE Discovery Call Workbook here!

We can’t wait to meet you!


HQ Colorado

Mon - Fri: 9am - 4pm MST​