The right bookkeeper can save your business thousands — but the wrong one?
They can trigger tax issues, cash flow confusion, and a whole lot of stress.
Here’s your 8-point checklist to evaluate any remote bookkeeping service — plus how BELAY matches up.
Look for 3+ years of business bookkeeping experience. Bonus: industry-specific knowledge (e.g., SaaS, e-commerce, or professional services).
BELAY bookkeepers average over 10 years of professional experience.
Working with domestic talent helps with communication, tax compliance, and accountability. Offshore freelancers often cause compliance issues.
BELAY only hires U.S.-based bookkeepers.
Are they using encrypted, cloud-based tools? Do they work inside your accounting system — or outside of it?
BELAY uses secure platforms like QuickBooks Online, BILL, and others.
Ask: Do they screen bookkeepers before assigning them to clients?
BELAY vets every bookkeeper with multi-step assessments and background checks.
Will they meet weekly? Monthly? Do you get status updates or just data dumps?
BELAY provides regular updates and clear workflows customized to your cadence.
Can they work in your system? Or do they force you into theirs?
BELAY works in your tools — QuickBooks, NetSuite, Xero, and more.
Do they have clients like you? Can they back up their claims?
BELAY has served thousands of businesses — from startups to multi-million dollar enterprises.
If something goes wrong, is someone accountable?
BELAY gives you access to a dedicated account manager and an entire U.S.-based support team.
Outsourced doesn’t mean risky. It means you get access to pro-level financial control — without hiring full-time.
BELAY checks all 8 boxes, and we’re happy to show you how.
Ask about security, vetting, tools, communication, and references. Use the 8-point checklist above.
Yes. You can schedule a discovery call to see if BELAY is a fit for your needs.
You’re not just hiring a bookkeeper — you’re handing over the accuracy, clarity, and stability of your financial foundation.
The 8-point checklist above is designed to protect that. But here’s the truth: Most providers don’t check every box.
BELAY does.
We don’t just manage your books. We give you back the clarity to grow confidently, with numbers you can trust.
If you're ready to simplify your financial operations and gain expert support, start with a short discovery call. No pressure. Just clarity.