Sensing red flags of a questionable bookkeeper? A bookkeeper plays a vital role in maintaining the financial health of your business. But what happens when your bookkeeper isn’t as trustworthy or competent as they appear? Whether you’re paying top dollar or getting a “too good to be true” deal, here are signs it’s time to take a closer look.
🚩 Are Their Fees Too Low—or Too High?
If the pricing feels suspiciously low or unjustifiably high, ask yourself:
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Are they cutting corners? Overly low fees may mean they’re rushing through tasks, relying heavily on software without proper oversight, or not doing the full scope of work.
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Are you paying for inefficiencies? Disorganized processes, redundant work, or hourly billing for tasks that you could automate or streamline may drive up fees.
🚩 Are They Hiding Details in Generalized Categories?
Accuracy and transparency matter. Watch out for:
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Generalized expenses: Does your bookkeeper lump detailed transactions (like meals, supplies, or travel) under vague categories like “Office Expenses”?
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Bulked entries: Does your bookkeeper group credit card charges into large monthly entries without providing line-item detail?
Lack of clarity can conceal mistakes—or worse, misappropriated funds.
🚩 Are You Missing Key Oversight?
Your bookkeeper may have access to bank accounts, credit cards, and payroll. Ask yourself:
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Do I regularly review reports and reconciliations?
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Am I aware of penalties, interest, or late fees being incurred?
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Are those fees being properly categorized—or quietly buried?
Stay Involved, Stay Informed
A great bookkeeper is transparent, accurate, and communicative. If you’re sensing red flags of a questionable bookkeeper, don’t ignore your instincts. Ask for detailed reports, request explanations, and if needed, get a second opinion. Your financials deserve your full attention—and a bookkeeper who treats them with care.
Need help with your bookkeeping? Reach out to us. We’re here to help.
