Every businessman understands the importance of a proper bookkeeping work and its organization. Being responsible for company’s money means not only be honest but manage the process to keep things in order. Working with money requires attention, accuracy and does not allow any mess in documents. Best small business accountant must know perfectly about where all the documents are and is able to find any of them for you as fast as you need it. If the documentation is not in order, there is a risk of making mistake that may cost your company a lot.
But bookkeeping is a very complex and big sphere of work and the director of the company simple is not able to know perfectly all of it. That is why it is quite difficult to check if the bookkeeper has everything in proper order. Many accountants know it and use it for mischiefs or simply think that it allows them to relax and be lazy or inattentive. Here are some tips how to check the order of documentation of your accountant to see the clear picture of his work management.
- Ask him to number all the accounts of your company where data from the primary documentation are displayed.
- Give him a simple task that will require detailed explanation of all the documents that are filled in the process of its accomplishment.
- Ask him to show you the storage of all general documents. Pay attention to the way he keeps them including the presence of copies.
- Check the chronological order of keeping the banking contracts, HR data, and reports. All of them must be kept in a way that will allow to find any of them fast without looking for it in a mess of different documents.
- Demand for any document about any operation with client. It must be shown to you fast and without delay.
- If it is an operation about some equipment purchase, check the presence of this equipment and its documents.
- The information in reports must be able to be proved in any moment.
- Just pick any random document from his table, ask about it and where it should be stored.
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