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RATE YOUR CURRENT BOOKKEEPER!           

Using an excellent Bookkeeper is vital to your business, because your financial information shows how well your business is doing and provides you with vital information with which to manage it.

Please take two minutes to evaluate your current Bookkeeper by simply answering ‘yes’ or ‘no’ to the questions below:


“I do my own Bookkeeping”
 


Answer ‘yes’ or ‘no’:

1. Are you good at running your business, but find that keeping its financial records in order is not one of your strengths?

 2. Do you need to spend more time managing and growing your business and less time doing your own books?

3. Are you tired of not knowing what is happening with the financial side of your business? 

4. Are you frustrated at not having financial information when you need it?

5. Would it help if your bookkeeper ‘demystified’ bookkeeping jargon, making it understandable?

6. Would your business benefit from regular, solid financial information with which to prepare budgets?

7. Are Quality, Integrity and Reliability important to you when it comes to choosing people to work with?

If you answered ’YES’ to any of these questions, please contact us now to discover how we can help!


“Somebody else does my Bookkeeping”
 


Answer ‘yes’ or ‘no’:

1. Do you really know what is happening with the financial side of your business and have financial information when you need it? 

2. Does your Bookkeeper explain your management accounts, thereby providing you with valuable information with which to manage your business?

3. Does your Bookkeeper have processes in place so that nobody gets hold of your confidential financial information?

4. Does your Bookkeeper always hit their deadlines?

5. Does your Bookkeeper regularly back-up your financial data and securely store copies of the back-ups off-site?

6. Does your Bookkeeper fully understand your business?

7. Do you have appropriate cover when your Bookkeeper gets sick or goes on holiday, so that your financial obligations to SARS, for example, are met?

If you answered ’NO’ to any of these questions, contact us now to discover how we can help!

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