Best freelance Bookkeepers for Financial Services to hire in 2025

FAQs

What qualifications should I look for in a freelance bookkeeper?

Look for a bookkeeper with experience in your industry. They should be familiar with the software you use. Checking for certifications like being a Certified Bookkeeper can be helpful.

How do I ensure the freelance bookkeeper understands my business needs?

Provide them with an overview of your business operations. Share any specific bookkeeping needs you have. Clear communication ensures they understand what is expected.

What are important deliverables to discuss with a bookkeeper?

Talk about reports like balance sheets and cash flow statements. Agree on how often you want these reports. Make sure they understand your timeline for when tasks are due.

How can I set up a smooth onboarding process for my bookkeeper?

Share access to the necessary accounting software and files. Provide them with any internal guidelines or procedures. A checklist can help make sure nothing is missed.

Why is it important to discuss confidentiality with the bookkeeper?

Bookkeepers handle sensitive financial information. Ensuring data protection and privacy is crucial. Make sure they agree to a confidentiality agreement.

What should I include in the bookkeeping services agreement?

List all tasks and deliverables clearly. Include timelines and deadlines for each deliverable. Ensure it covers what happens if there's a change in scope.

How often should I have check-ins with my bookkeeper?

Regular updates help track progress and catch any issues early. Weekly or bi-weekly meetings can be effective. Agree on a schedule that fits both your timelines.

What tools can help manage the bookkeeping project effectively?

Project management tools like Trello or Asana can organize tasks. Use accounting software like QuickBooks if applicable. Consistent tools help streamline communication.

How do I handle setting task priorities with my bookkeeper?

Discuss which tasks are most urgent or important. Use a list to rank tasks by priority. This ensures that deadlines are met and work is done efficiently.

What criteria should I use to evaluate the performance of my bookkeeper?

Check the accuracy and timeliness of their work. Ensure they meet deadlines and follow procedures. A good bookkeeper should communicate issues promptly.

Who is Contra for?

Contra is designed for both freelancers (referred to as "independents") and clients. Freelancers can showcase their work, connect with clients, and manage projects commission-free. Clients can discover and hire top freelance talent for their projects.

What is the vision of Contra?

Contra aims to revolutionize the world of work by providing an all-in-one platform that empowers freelancers and clients to connect and collaborate seamlessly, eliminating traditional barriers and commission fees.