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Elite Bookkeeping Professional | Quickbooks ProAdvisor | CFO

Hiring the right bookkeeper can make or break your finances Here are a few qualities that set great bookkeepers apart: • Big-Picture Thinking: A good bookkeeper knows details—but also sees how those details fit into your overall financial health. • Monthly Rhythm: They have a clear routine for monthly tasks, ensuring nothing slips through the cracks. • Tech-Savvy: Automations and software integrations help minimize errors, and top bookkeepers know how to leverage them. • Communication Skills: They can break down complex financial reports in plain language, so you and your finance team are always on the same page. What’s the #1 quality you look for in a financial professional? Over the years, I’ve learned that finding the right bookkeeper is like finding a great business partner—they become a member of your think tank and help shape the story your financial data tells. P.S.: If you’re considering hiring a bookkeeper, let’s talk! It’s one of the best investments you can make in your business.

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