How to Know When It’s Time to Hire a Bookkeeper

At first, doing your own bookkeeping might feel like the smart, scrappy thing to do. And in the early stages of your business or nonprofit, it probably was.

But there comes a point where DIY bookkeeping turns from empowering to exhausting. If you’re wondering whether it’s time to get help, here are some signs it might be time to pass the books to a pro.

⏰ You’re spending too much time in QuickBooks (or avoiding it altogether).

If you’re Googling how to categorize expenses or dreading the monthly reconciliation, that’s a clear sign your time would be better spent elsewhere. Your focus should be on running your business — not wrestling with your books.

❓You’re not confident your numbers are right.

If your gut says, “Something feels off,” it probably is. Whether it’s duplicate transactions, messy categorization, or reports that don’t match your bank balance, a bookkeeper can clean it up and give you clarity.

📉 You only look at your books at tax time.

If you only open your bookkeeping software once a year — right before you hand it off to your tax preparer — you’re missing out on valuable insights that could help you make smarter decisions all year long.

💼 Your business is growing — and so are your responsibilities.

More clients. More vendors. More moving pieces. Growth is exciting, but it also means your finances get more complex. Having a professional handle your books ensures nothing slips through the cracks.

📊 You want to make informed decisions — not just guesses.

A good bookkeeper gives you up-to-date reports, helps you spot trends, and makes sure you’re ready for whatever comes next — whether that’s hiring, applying for a loan, or just sleeping better at night.

The Bottom Line?

If your books are keeping you up at night (or buried at the bottom of your to-do list), it’s probably time to get support. Hiring a bookkeeper isn’t a sign of failure — it’s a smart, strategic step toward growth.

Not sure if it’s time yet? Book a free consult and let’s talk about what’s working, what’s not, and what’s next for your books.

Previous
Previous

DIY Bookkeeping? Here’s What to Watch Out For

Next
Next

Why Small Nonprofits Need Specialized Bookkeeping