Bookkeeping is one of those services where the cheapest quote can cost you the most. Here's what to ask before you hand over your logins.
The ten questions
- Are you a registered BAS agent, and what's your TPB number?
- Is the fee a set monthly amount, or hourly?
- What exactly is included — is BAS lodgement in the price?
- Who actually does the day-to-day work, and where are they based?
- What software do you work in, and whose subscription is it?
- How often will my accounts be reconciled?
- What reports do I get each month, and will you explain them?
- How quickly do you reply when I ask a question?
- What happens if I want to leave — do I keep my file?
- Have you handled catch-up work for someone in my situation?
The red flags
- Won't give a number until you've signed something.
- Charges for every phone call.
- Keeps your file in their own software account.
- Can't say who's doing the work.
You should finish the first conversation knowing the price, the scope and the person. If you don't, keep looking.
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