How Do You Find a Bookkeeping Expert You Can Trust?

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You have probably seen countless situations on the news where are bookkeeping company embezzled money from the company that they are working for. The truth is that these situations are quite rare, but that doesn’t mean that you shouldn’t be very selective in finding a bookkeeping company that you can trust.
First, when you high a bookkeeping company, make sure that you check with the Better Business Bureau. Their website lists companies that have been dishonest in dealing with employees. It is a great place to start when you are trying to find a good bookkeeping service.
Second, get references from the company. When you are given a list of references you should take the time to call the company or person. When you talk to them find out whether the bookkeeping company was organized. Ask about whether they were on time with billing and payroll. You can make sure that they were a pleasure to work with. Don’t forget to make sure that they were honest as well. Some of the best information that you can get about a bookkeeping service can come from actual clients.
Third, visit their office. You can learn a lot by visiting the place of business of your bookkeeping service. After all, it is where they will handle your books and other documents. When you look in the office, make sure the personnel look respectable and well-kept. Ask about where they file all of their information. You don’t want your confidential information stored in cardboard boxes. Looking at the establishment can give you a feel for the kind of company that you will be working with.
Finally, you should always trust your instincts. If you visit the company and feel like they wouldn’t be a good fit, it is best to continue your search to find someone that will be right for you.

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As seen in Forbes Magazine, Karla Dennis is an expert tax and business strategist. As an enrolled agent, Karla is licensed to represent taxpayers in all 50 states. She holds a Masters in Taxation and Business Development and is the author of two books, Tax Storm and Against the Odds.


Karla, CEO of consultancy firm Karla Dennis And Associates, Inc.™, has saved her clients thousands of dollars and has been featured in various media outlets such as Forbes, MSNBC, KTLA, Yahoo! Finance, and SmartMoney, marking her as the ultimate tax expert.


As of 2014, Karla became the new host on the “Mind Your Business” radio show, KTLK AM 1150, sharing her financial and business knowledge with the greater Orange County and Los Angeles areas. As a supporter of women’s rights and issues, Karla is part of the Women Network, an organization built to educate and mentor women. In addition, Karla is the radio host for Women Network Radio, a show that aims to uplift and empower women of all walks of life.

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