5 signs it is time to switch bookkeeper

Have you been getting the feeling recently that your current outsourced bookkeeper is more interested in sending you their monthly invoice rather than helping your business with their books?

Do you have a gut feeling that now may be the time to change? There is no harm in seeing what else is out there. After all, that is one of the best way to keep on top of suppliers pricing and alternative product sources.

So here are 5 easy signs to spot that should tell you that it may be time to consider switching to a new bookkeeper and really build some momentum in your business.

1 – They are reluctant to show you up to date books and finances.

This one should really set off the alarm bells. With modern custom built MySQL cloud solutions, you should be able to access and see your own business information as and when you want. If your current bookkeeper is making an issue with this then they are either very far behind the times with how they process and supply your bookkeeping services of their system for managing your business is simply not up to task.

2 – They have not been keeping you in the loop on cost savings and ways that you can make your business more efficient.

While we obviously cover the full range of traditional bookkeeping services for our customers across the country, we actually go a big step further by offering not just what you expect, but what you need (even if you didn’t know you need it).

From VAT returns and payroll services to custom built MySQL databases as part of our Bespoke Bookkeeping Services; from a once a year service (such as annual accounts) to a daily interaction service into your business; we can be as integrated with your business as you want us to be. And that means we can help you identify needless expenses and more efficient ways to streamline your business and its finances.

3 – They baffle you with legal mumbo jumbo.

When you call your bookkeeper with a simple question, you should be able to leave the call knowing the answer to that original question. You should not have your head scrambled with 20 new words from the Oxford Dictionary. We will admit that bookkeeping can be a confusing minefield but that is why you are hiring an outsourced bookkeeper. It is our job to simplify the data so that you can clearly see how your business is doing and focus on the more important aspects of your company.

4 – Making an appointment to see them is like jumping through 5 rings of fire.

If you want to speak to your bookkeeper, you should be able to easily pick up the phone and call; or at the very least, easily arrange a sit down catch up quite quickly. If you can’t, then they are not really delivering a personal service now are they?

At Momentum Bookkeeping, we are a dynamic business build around the traditions of day to day business. We work in a real office located in Park Circus, Glasgow. We operate during normal working hours and the only reason you may not be able to get hold of your key contact at Momentum is if they are on another phone call. And if that is the case, they will call you right back.

5 – They charge you for advice.

We know that every business is different, which is why we will always take the time to get to know your business and to shape our service accordingly. If you are looking for advice, it gives us the opportunity to help our client whilst giving us the opportunity to learn more about your business. A bookkeeper should never be charging you for their time to give small bites of advise on something that will help you to grow your business.

If any of these 5 points have struck a cord with you then the next step is to arrange a casual sit down conversation over a cup of tea. Whether you want to come to our West End Glasgow office or we come to you (even if you are based in Manchester), it is entirely your choice. We can answer any and all questions you may have while getting a better idea of the day to day challenges that your business faces.

The bottom line is that an outsourced bookkeeper should be a seamless part of your business that runs in the background with little need to worry about it. If you are reading this, then that is clearly not the case. So pick up the phone and let’s have that cup of tea.