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  • Writer's pictureBalance Well Bookkeeping

I need to upgrade my bookkeeper - what do I do?

Have you considered upgrading your bookkeeper or bookkeeping services? Maybe this is something you might not have considered because you’ve already got a bookkeeper and it ticks a box.

Like a business review, it’s important to look at your bookkeeping regularly too to make sure it is still working well for you. If you need a new bookkeeper or you’d like to upgrade your bookkeeping services because you’re in growth mode or your admin team is at capacity, you’re in the right place.

With a basic knowledge of bookkeeping, all-round assistance from your bookkeeper and timely reports can go a long way in helping you monitor your company’s performance, avoid mistakes and make informed changes when necessary.

This is what our team at BalanceWell Bookkeeping can help you with.

Why is it necessary to upgrade your bookkeeper?

Not all bookkeepers are created equal – some have more skills than others. So how do you know when it’s time to upgrade your bookkeeper? Here are a few

red flags to keep an eye out for:

  • Your concerns and questions are going unanswered or ignored;

  • Your bookkeeper is ignoring updates, improvements and changes and refuses to roll with the times;

  • Does not give enough time or attention to you and your business;

  • Rarely communicates with you;

  • Encourages illegal activities like tax evasion;

  • You need to spend time that you don’t have working on your books;

  • You have an admin person doing the books and you want to outsource the work;

  • Your bookkeeper isn’t a BAS agent.

If you find yourself wondering about any of the above, it’s time for a change.

What do you need to do to upgrade your bookkeeper?

A professional bookkeeper who knows everything inside and out can make your life easy and help free up your time by taking over. So ask yourself these


  • Is your bookkeeper doing their best? Are they qualified enough? Do they take care of everything for you and get your reports regularly? Do you feel like you are getting the best results?

  • If your current bookkeeper shows only marginal performance, makes too many mistakes or if you feel like they are not making the right calls keeping the best interests in mind – it’s time for a change.

  • If you have decided to upgrade or change service providers, this is what you need to be ready with:

  • Choose a date for the change to make the transition from the old to the new easier;

  • Ensure open and clear communication and expectation setting with your new bookkeeper;

  • Switch to cloud-based systems, if you have not already;

  • Be prepared for your first meeting with your new bookkeeper to ensure you can hand over all relevant details that they would require to learn about your business and past finances;

  • Be patient, embrace the change and allow the new professional to begin the magic.

How do you find someone to help you do this?

Whether you are looking for a virtual bookkeeping service, a freelancer or an in-person professional – you can start by searching online and reaching out to your network and friends to find out what they are doing in their business.

The team at BalanceWell Bookkeeping can also assist you with professional bookkeeping services. Whether you are looking for a bookkeeper for the first time, seeking a change in professional or an upgrade – we can relieve you from your record-keeping duties and stress.

What makes a good bookkeeper?

A good bookkeeper will be ever-ready to listen and address your concerns, talk to you often, clarify your doubts, stay updated on the technology front, suggest necessary changes keeping in mind the company’s best interests and works in accordance with the law.

Finances make up a significant arm of a business. A professional bookkeeper will take the time and effort to learn about your business in great detail, including your products, clientele, employees and structure – to analyse and avoid potential risks and help make changes as and when required.

If you are a small business and you need a new bookkeeper, need some training or need to get your books and accounts back into a working order so you can grow your business with new clients and more sales, please get in touch today and let us help you.

For more information, please contact Judy on 0431 103 257 or email at to arrange an appointment.

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