A bookkeeper forms an important part of your business operations. In case your bookkeeper decides to call it quits or you decide to release him, you should be prepared with a backup plan. The immediate solution would be searching for a new bookkeeper from an accounting service in Alberta. But before you go ahead with hiring a new bookkeeper, you need to get back all the details from old bookkeeper. Here is a list of things that you should consider when your bookkeeper leaves.
Inform Your Staff
Make sure that you inform your staff immediately that your bookkeeper has left. This may mean that your employees would need to be prepared for additional work in the future until you find a new bookkeeper. The staff that deals with the accounting work should be informed that any details of your future transaction should not be shared with your accountant. This is important because your current staff may provide all the details to the ex-accountant if they are unaware. Moreover, if the accountant does not respond back then you may lose out on some important financial transactions. Therefore, tell your staff not to be dependent on the accountant for any work unless you find a suitable replacement.
Get Your Data Back
This is another important thing that you should do without fail. Although you may not want to get in touch with your ex-accountant, you should get all your financial transactions and data that were managed by him. It is your right to get the desired information of all your latest financial reports and files. The old bookkeeper may send all the details through a QuickBooks file or another bookkeeping software. So when you hire your new accountant, ensure that your new bookkeeper is aware of the latest technologies.
Hire a Temporary Accountant
You can hire someone who is used to deal with your ex-accountant within your organization itself. Take the help of this employee to manage your accounts temporarily. Another way to manage this crisis situation is to get in touch with a professional accountant firm in Edmonton. In case you are unsure if the accountant is right for you, you can take help of their services for a short time and then decide accordingly whether you want them as a permanent solution for your bookkeeping needs.
Plan for a New Accountant
This goes without saying but you need to get a new accountant for your business. In fact, you should consider outsourcing your bookkeeping service. If you outsource your bookkeeping service, you don’t have to worry as such an incident won’t happen again. Before you select an accountant here are some of the things that you need to consider before hiring a new accountant are:
Also, provide all the necessary information about your business that the accountant needs to know before going ahead with hiring the professional service permanently.
These are some of the things that you need to do when your accountant leaves. Also, when it comes to choosing a new accountant, get in touch with some accounting services in Alberta to help you out. A professional and specialized bookkeeping and accounting firm will ensure that you are not abandoned halfway through the financial year. Furthermore, a professional accounting and bookkeeping firm will offer other financial services like tax consultancy in Edmonton or payroll services which are beneficial for your business.