Top 5 Signs It’s Time to Switch Bookkeepers
A good bookkeeper is like a financial co-pilot. A bad one? They’ll quietly crash your books into the side of a mountain-slowly, over several months-until tax season hits and the damage is obvious.
If your gut says something’s off, trust it. Here are the top signs it’s time to switch bookkeepers-and why RemoteBooksOnline might be the upgrade your business needs.
You’re Always Behind on Reports
If your monthly financials arrive late (or not at all), how are you supposed to make informed decisions?
Late books mean:
- Missed opportunities
- Poor cash flow forecasting
- Stress at tax time
- Angry CPAs
Our monthly bookkeeping service delivers CPA-reviewed reports every month, like clockwork.
Your CPA Is Constantly Fixing Their Work
If your tax preparer or accountant keeps charging you extra to “clean up” what your bookkeeper already did, you’re paying twice for the same work.
We hear this all the time:
“My CPA had to redo six months of reports because things were misclassified.”
That’s not normal. Our books are reviewed by a CPA before they ever hit your inbox.
If this sounds familiar, you may also need catch-up bookkeeping to fix the damage first.
You Never Know Where Your Business Stands
Ask yourself: could you log in right now and know…
- Your net income for the month?
- Your top 3 expenses?
- Your available cash vs. liabilities?
If not, you don’t have bookkeeping-you have data dumping. We give you real, readable reports so you can make real decisions.
Already using QuickBooks? Our QuickBooks bookkeeping team makes sure it’s set up-and used-correctly.
You’re Getting IRS Notices or Audit Warnings
If your books are triggering red flags with the IRS or lenders, it’s likely due to:
- Inconsistent classifications
- Misreported revenue
- Incorrect payroll or 1099 handling
- Missing reconciliations
This is where it becomes dangerous to wait.
RemoteBooksOnline gives you clean, accurate, reconciled books every month-with documentation ready in case of an audit.
Communication Is a Nightmare
A good bookkeeper should:
- Respond quickly
- Explain things clearly
- Keep you updated
- Be proactive, not reactive
If you’re always chasing your current bookkeeper for updates, you’re doing their job.
With us, you get a dedicated team that replies within 1 business day-and anticipates your needs.
Use Case: A Lawyer Who Switched and Never Looked Back
Rachel runs a small law firm in Florida. Her original bookkeeper:
- Used outdated software
- Took 3 weeks to reply to emails
- Failed to categorize trust account transfers properly
She switched to RemoteBooksOnline and got:
- Reconciled IOLTA accounts
- Monthly P&L and trust reports
- CPA-reviewed books ready for quarterly filings
- A responsive, experienced support team
Her accountant? Thrilled.
FAQs
How hard is it to switch bookkeepers?
Very easy. We’ll onboard you, request necessary files, and begin cleanup. You don’t have to deal with your old bookkeeper directly if you don’t want to.
Do you fix old books before taking over?
Yes-we include catch-up bookkeeping if needed.
What if I use QuickBooks?
No problem. Our QuickBooks bookkeeping service is built to integrate with your system.
How do I know your team is qualified?
All books are reviewed by U.S.-based CPAs. We follow strict quality controls and reconcile every account, every month.
Final Thought
You wouldn’t keep an employee who made consistent mistakes, ignored deadlines, and failed to communicate. Don’t tolerate that in your bookkeeper either.
It’s your money. You deserve better.
Request a quote today and get books you can actually trust.
If your current bookkeeper is slow, silent, or sloppy-it’s time to make a change. Our monthly bookkeeping plans include accurate, CPA-reviewed reports. And if your books are a mess, our catch-up bookkeeping team will clean things up fast.
Already on QuickBooks? Our QuickBooks-certified bookkeepers make sure every entry is clean and reconciled.
