EPISODE · May 1, 2025 · 12 MIN
105 | 5 Essential Questions to Ask Before Hiring a Bookkeeper (and Avoid Costly Mistakes)
from Your Money, Your Rules | Financial Mastery, Wealth Mindset, Leadership Principles, Intuitive Decision-Making, Human Design · host Erin Gray | Financial Coach, Former Certified Financial Planner and CFO
Ready to hire a bookkeeper but afraid of making the wrong choice? You’re not alone. Finding someone who truly understands your business finances is critical—and rushing this decision often leads to expensive missteps.In this episode, I dive into the 5 non-negotiable questions (plus one bonus!) you must ask before bringing a bookkeeper onto your financial team.Whether you're hiring your first bookkeeper or considering a switch, these questions will help you:✅ Avoid costly hiring mistakes✅ Align your bookkeeper with your specific business needs✅ Set clear expectations from the startHere’s what we cover:Why industry-specific experience matters—especially for online businessesHow to ensure software compatibility with your accountantThe ideal communication rhythm and report cadenceWhy understanding your own finances (even a little) can protect you from major lossesThe importance of service boundaries, security protocols, and yes—vacation coverageWays to Connect with Me and Learn More:Apply to Work with MeGenerate a Life Well Lived WebsiteInstagramLinkedInYouTubeGrab your free Human Design chartFoundational Resources
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What this episode covers
Ready to hire a bookkeeper but afraid of making the wrong choice? You’re not alone. Finding someone who truly understands your business finances is critical—and rushing this decision often leads to expensive missteps. In this episode, I dive into the 5 non-negotiable questions (plus one bonus!) you must ask before bringing a bookkeeper onto your financial team. Whether you're hiring your first bookkeeper or considering a switch, these questions will help you: ✅ Avoid costly hiring mista...
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105 | 5 Essential Questions to Ask Before Hiring a Bookkeeper (and Avoid Costly Mistakes)
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