Your accounting is a vital part of your business. You’ve spent valuable time hiring a new accounting staff member. Now what? Too often, owners think the new hire will be able to sit down and get to work with no introduction to processes and policies of the business. This can be a costly mistake.

Accounting is the story of your business in numbers, Jackie Shaw tells Victoria and Mark in this episode. Properly onboarding a new accountant or bookkeeper will keep that story from becoming a tragedy.

Jackie, the founder of Get Organized! LLC, is one of the QuickBooks gurus who support our members — and they love her. She gets paid to clean up a lot of accounting disasters and has seen first-hand how quickly a new bookkeeper can destroy your books. She’s here to help you get the right systems in place so you don’t have to pay anyone to clean up after a bookkeeping hire goes wrong.

“A bookkeeper can kill a database in a week,” she warns. That’s why, Jackie says, when onboarding new hires, they must do everything the same way they were done before, and they need to study prior entries to figure that out. And you have to forbid them from making changes for at least a month. Other things you should keep in mind when onboarding and working with a new hire include:

  • Not making assumptions
  • Experience doesn’t mean competence
  • Why you don’t want your bookkeeper to take ownership of the books
  • The importance of financial SOPs
  • Why accounting can be like an archeological dig
  • And more…

Including the methods you can use to safeguard your company against embezzling. If you thought talking about accounting was going to be dry and boring, then you have to listen to this episode — it’s lively!

MASTER NAVIGATION
MASTER NAVIGATION