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Your Money, Your Rules | Financial Freedom, Scarcity Mindset, Budgeting, Financial Planning, Online Business
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105 | 5 Essential Questions to Ask Before Hiring a Bookkeeper (and Avoid Costly Mistakes)
Manage episode 480183708 series 3573046
Content provided by Erin Gray | Financial Coach, Former Certified Financial Planner and CFO, Erin Gray | Financial Coach, Former Certified Financial Planner, and CFO. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Erin Gray | Financial Coach, Former Certified Financial Planner and CFO, Erin Gray | Financial Coach, Former Certified Financial Planner, and CFO or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Got a question? Send me a text.
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 start
Here’s what we cover:
- Why industry-specific experience matters—especially for online businesses
- How to ensure software compatibility with your accountant
- The ideal communication rhythm and report cadence
- Why understanding your own finances (even a little) can protect you from major losses
- The importance of service boundaries, security protocols, and yes—vacation coverage
Want to learn more? Here are your next steps:
Step 1: Join my FREE Facebook Community.
Connect, share, and learn how to master your money with other women just like you.
➡️ Join here: https://www.facebook.com/groups/941450038160915
Step 2: Grab your FREE Human Design chart
Curious what your Human Design chart reveals about how you're uniquely designed to make aligned financial decisions?
➡️ Get your chart here: https://generatealifewelllived.com/receive-your-human-design-chart
Step 3: Ready to transform your relationship with money and build true financial confidence?
Let’s create a strategy that feels aligned, intentional, and empowering—just for you.
➡️ Schedule your 1-hour Money Mastery Call here: https://generatealifewelllived.com/11-support
Money doesn't have to feel overwhelming. Let's create a strategy that feels nurturing and custom to you.
From my soul to yours,
Erin
Chapters
1. Introduction to Essential Bookkeeper Questions (00:00:00)
2. Why Understanding Accounting Software Matters (00:01:42)
3. Five Key Questions to Ask Bookkeepers (00:05:23)
4. Vacation Coverage and Business Continuity (00:09:30)
5. Final Thoughts and Community Invitation (00:11:15)
103 episodes
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