Question 1

What should I include in my job description to attract a freelance bookkeeper?

Accepted Answer

Be clear about the type of bookkeeping tasks you need. Mention any specific software they should know, like QuickBooks or Xero. Also, note the size of your business and the industry. It helps them know if they have the right skills for your job. Sharing a deadline or timeline is useful too.

Question 2

How do I set clear expectations with my freelance bookkeeper?

Accepted Answer

Talk about the key deliverables and timelines. Be specific about reports or data you need them to handle. Share your expectations in terms of communication, like weekly updates. This helps the bookkeeper understand what you want. It also helps you both know what success looks like.

Question 3

What should I cover in the initial meeting with a freelance bookkeeper?

Accepted Answer

Discuss your business goals and financial needs. Show them your current bookkeeping system, if you have one. Talk about any changes or improvements you want. This helps the bookkeeper see where they can help. It’s also a good time to talk about project milestones.

Question 4

How can I make sure my bookkeeping project starts smoothly on Contra?

Accepted Answer

Prepare all necessary documents and financial info in advance. This includes past records and any special instructions. Make sure your bookkeeper knows how to access these documents securely. This helps them get started quickly. Also, confirm any software or tools they need access to.

Question 5

What kind of timeline should I set for a bookkeeping project?

Accepted Answer

Consider how much work needs to be done each week or month. Factor in major business cycles that might affect deadlines. It’s important to be realistic so the bookkeeper can meet your needs. Regular check-ins can help keep the project on track. Allow some flexibility for unforeseen issues.

Question 6

How do I define the deliverables for my bookkeeping project?

Accepted Answer

List out all the reports and financial statements you expect. This can include monthly financials, tax documents, or audits. Being specific reduces misunderstandings later. Discuss any additional tasks, like payroll or budgeting. Make sure they understand the form and frequency of each deliverable.

Question 7

Why is communication important when working with a freelance bookkeeper?

Accepted Answer

Regular communication helps solve problems quickly. It ensures both sides are on the same page. Agree on how often you’ll meet and the best way to reach each other. Clear communication builds trust and ensures the project runs smoothly. It also helps prevent small issues from becoming big problems.

Question 8

What should I do if I need to update project requirements?

Accepted Answer

Let your bookkeeper know as soon as possible. Explain any changes clearly and why they’re needed. Discuss how this affects the timeline or deliverables. Good freelancers can adapt, but they need clear info to do so. Updates should be agreed upon by both parties to prevent confusion.

Best English-speaking freelance Bookkeepers to hire in 2025

Looking to hire English-speaking Bookkeepers for your next project? Browse the world’s best freelance Bookkeepers on Contra.

Trusted by 50K+ teams from creative agencies to high growth tech companies

People also hire

Explore projects by English-speaking Bookkeepers on Contra

Top services from English-speaking Bookkeepers on Contra

Top locations for English-speaking Bookkeepers

English-speaking Bookkeepers near you

FAQs