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Questions to Ask a Bookkeeper at Peak Bookkeeping

Questions to Ask a Bookkeeper at Peak Bookkeeping

It is important to know what questions to ask a bookkeeper before hiring them. Peak Bookkeeping helps business owners in every industry to make better-educated decisions as they grow their businesses. Below we discuss some of the frequently asked questions about Peak Bookkeeping. For further information, schedule a free consultation today and get started with your first month of bookkeeping for free!

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Questions to Ask a Bookkeeper at Peak Bookkeeping

Below we address some of the common questions to ask a bookkeeper. These are key to making the best informed decision on who to hire as a bookkeeper.

What is the benefit of hiring a Peak Bookkeeping coach?

Overall, hiring a bookkeeper can help you save time, stay organized, ensure accuracy, avoid penalties, improve cash flow, and gain financial insights. By outsourcing your bookkeeping to Peak, you can focus on running your business and leave the financial management to the experts.

What makes Peak Bookkeeping different from competitors?

  1. A Peak Bookkeeping coach will ensure you receive accurate and on-time books every month
  2. You will begin to understand your numbers monthly and weekly to improve your decision-making through your Peak Bookkeeping coaching session
  3. You will see an estimate of real-time value for your company and receive an annual business valuation with Peak Business Valuation, business appraiser

What types of companies can Peak Bookkeeping serve?

At Peak Bookkeeping, we work with companies in every industry. We focus on working with individuals that want to make better-educated decisions as they grow a company. Schedule a free consultation for further questions to ask a bookkeeper at Peak Bookkeeping!

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What should you expect from Peak with respect to bookkeeping?

– Record transactions accurately: Your Peak Bookkeeping coach will ensure that all financial transactions are recorded accurately in your accounting system. This includes invoices, payments, expenses, and bank transactions.

– Reconcile accounts: A Peak Bookkeeper will reconcile bank and credit card accounts regularly. This helps to ensure that your financial records are accurate and up-to-date.

– Prepare financial statements: Peak Bookkeeping will prepare financial statements. This can include balance sheets, income statements, and cash flow statements. These documents help to provide you with insights into your business’s financial health. 

– Bi-weekly financial coaching: A Peak Bookkeeping coach will regularly review financial statements and your numbers with you during your bi-weekly financial coaching session. 

– Annual Business Valuation: By working with a Peak Bookkeeping coach you will receive an annual business valuation from Peak Business Valuation. An annual business valuation can measure the growth in the value of your business over time. An annual business appraisal also provides valuable insights into maximizing the value of a business. If you are preparing to sell a business in the next several years an annual business valuation is key to positioning your business to sell. Questions to ask a bookkeeper, schedule a free consultation today!

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What should you expect from a financial coach at Peak Bookkeeping?

  • Provide financial analysis: A bookkeeping coach at Peak can analyze your financial statements and provide insights into your business’s profitability, cash flow, and expenses. This can help you make informed decisions about your business’s future.
  • Offer financial advice: A bookkeeper at Peak can offer financial advice, such as how to reduce expenses, increase revenue, or improve cash flow.
  • Monitor key performance indicators: A Peak bookkeeper can monitor key performance indicators, such as accounts receivable turnover, gross profit margin, and return on investment, to help you measure your business’s success.
  • Stay up-to-date on industry trends: A Peak Bookkeeping coach can help you stay up-to-date on industry trends and changes in tax laws, regulations, and accounting standards. This can help you stay ahead of the curve, be competitive, and make informed decisions.


The above are important questions to ask a bookkeeper before you decide to hire them. Setting expectations will help you get the most out of your bookkeeping service. Start your bi-weekly financial coaching session today with Peak Bookkeeping! Don’t leave your numbers to chance. We are here to help! 

Our Peak Bookkeeping coaches are experts at bookkeeping and helping you better understand your numbers. Knowing your numbers is key to maximizing the value of a business. Have more questions to ask a bookkeeper at Peak Bookkeeping? Schedule a consultation using the link below!


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