Picking an accountant who works with cloud tools
An accountant who only uses Excel or a local package forces you into duplicate work. Pick someone who knows your accounting software and accepts direct access.
Try this first
- 1Talk to at least three candidates and ask concretely which tools they support, not whether they can work with the cloud.
- 2Ask if they take read-only access to your accounting software, or whether they require you to send exports every month.
- 3Check that the accountant has experience with your industry and size, a freelance bookkeeping job is not the same as a company with staff.
- 4Make sure ownership stays with you for the account, the invoice numbering, and the customer list, not with the accountant.
- 5Agree on communication channels, email or a portal, not WhatsApp or random Dropbox folders.
- 6Plan a trial quarter before signing a yearly contract, that is enough to judge the way of working.
When to bring us in
If the accountant asks for IT changes you find questionable, for example local software or Excel-only exchange, Vectel can review whether that is reasonable.
See also
- First IT setup as a freelancer, what do you actually needNot everything at once. One laptop, a mailbox on your own domain, a password manager, a backup. That covers the first year.
- Hiring your first employee, what IT to arrange before day oneLaptop, account, mailbox, access to the right folders. In that order, not all of it at 9 a.m. on day one.
- Moving to a new office, IT checklistInternet and power have the longest lead times. Plan at least three months out, not three weeks.
None of the above fits?
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Or skip the DIY entirely
Our Managed IT clients do not look these things up. One point of contact, a fixed monthly price, resolved within working hours.