Frequently Asked Bookkeeping Questions

Answers for Bookkeepers and Small Business Owners

After 20+ years in the bookkeeping world, I’ve noticed most questions fall into familiar categories—whether you’re just starting out, running a solo practice, or managing your small business finances.

This page is your jumping-off point. I’ve compiled the most common bookkeeping and business questions I get asked, and I’m writing in-depth answers to each one. Every question below links to a full post that walks you through the answer step-by-step.

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❓ Don’t see your question here? Contact me and I might turn it into a future post.

Whether you’re trying to pick the right accounting software, wondering how to price your services, or just curious if bookkeeping is the right career for you—you’ll find your answer here.

Questions From Bookkeepers

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How To Charge For Bookkeeping Services
How to Get Bookkeeping Clients When You Have No Experience
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7 Common Bookkeeping Mistakes
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Questions From Small Business Owners

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That Bookkeeper is here to help fellow bookkeepers and small business owners.

What’s New?

Frequently Asked Bookkeeping Questions

Answers for Bookkeepers and Small Business Owners

Questions From Bookkeepers

Questions From Small Business Owners

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That Bookkeeper is here to help fellow bookkeepers and small business owners.

What’s New?

Frequently Asked Bookkeeping Questions

Answers for Bookkeepers and Small Business Owners

Questions From Bookkeepers

How do I get started as a bookkeeper?

How much should I charge for my services?

How do I find new clients, especially if I don't have experience?

What's the best bookkeeping software?

What are the key financial reports I should be providing for my clients?

How do I keep my client's data secure?

What certifications do I need before becoming a bookkeeper?

What are some common bookkeeping mistakes I should avoid?

How do I stay up to date with the latest changes in the industry?

How do I manage my time effectively when working with multiple clients?

My bookkeeping software doesn't offer the report I want. How do I create a custom report for my clients?

What other software tools would be helpful for my bookkeeping practice?

Questions From Small Business Owners

How will a bookkeeper help my business?

What qualities should I look for in a good bookkeeper for my business?

What are the common services a bookkeeper provides?

What else can I ask my bookkeeper to do to help my business?

How can I improve my company's cash flow?

What reports should I be looking at to know how well my business is doing?

How do I create a budget for my small business?

Should I hire an employee or use a contractor?

What are some common mistakes I should avoid when working with a bookkeeper?

What's the difference between the Balance Sheet and the Income Statement?

What's the difference between accrual and cash accounting?

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