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What should I expect during the first month after hiring a new bookkeeper?

The first month is not going to feel like smooth sailing, and that’s completely normal. Think of it as a setup and discovery phase rather than a month where everything runs perfectly. A good bookkeeper spends this time learning your business, reviewing what exists, and building the foundation for accurate books going forward.

The first thing that happens is access requests. Your bookkeeper will need login credentials for your accounting software, read-only access to bank and credit card accounts, and any prior financial records you have. They may also ask about your business structure, how you accept payments, whether you have employees or subcontractors, and what software or apps you use for invoicing or point of sale. The faster you provide all of this, the faster things move along.

Next comes the assessment. Your bookkeeper will review the current state of your books and give you an honest picture. Sometimes that picture is not pretty. Uncategorized transactions, missing months, accounts that don’t reconcile, sales tax that hasn’t been filed. This is one of the most valuable things about month one. You find out where you actually stand instead of guessing. If there is a significant backlog, your bookkeeper may recommend catch-up bookkeeping as a separate project before regular monthly work can begin.

Expect a lot of questions. A bookkeeper who doesn’t ask questions during month one is a red flag. They need to understand what certain transactions are, how your revenue works, what recurring expenses look like, and what financial reports matter to you. Your job during this phase is to be responsive. Delayed answers slow down everything.

By the end of the first month, you should have a clear picture of the scope of work, an understanding of what needs to be fixed, and the beginning of an organized system. You probably won’t receive a perfect set of financial statements in month one, especially if your books were behind. But you should feel like someone competent has taken control of the situation and has a plan.

One thing that catches business owners off guard is how much they need to participate early on. Hiring a bookkeeper doesn’t mean you never think about your finances again. It means you have a partner who handles the detail work so you can focus on running your business. But that partnership requires some effort upfront to get established.

If you’re looking for bookkeepers in Orlando who will walk you through this process step by step, the right fit will make month one feel like a relief rather than a burden. After the initial onboarding is done, months two and three get significantly easier as routines settle in and both sides know what to expect.

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More Questions

When does a growing business need an external controller instead of just a bookkeeper?

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What is the Florida commercial rent sales tax and how do I record it in my books?

Florida charges sales tax on commercial rent at 2% state plus your county's discretionary surtax. Record the tax as a separate line item from your base rent so your books stay clean and your occupancy costs are accurate.

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What are Florida's sales tax filing deadlines and what's the penalty for filing late?

Florida sales tax returns are due by the 20th of the month following the reporting period. File late and the penalty is 10% of the tax due per 30-day period, up to 50%, with a minimum $50 penalty even if no tax is owed.

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Track COGS per order by recording the supplier cost plus shipping to the customer for every sale. Set up products as non-inventory items in QuickBooks Online so each transaction captures both revenue and cost automatically.

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How does sales tax nexus work for a Florida-based e-commerce seller shipping to other states?

Your Florida location creates automatic nexus in the state, but you likely owe sales tax in other states too. Since the 2018 Wayfair ruling, any state where you exceed economic nexus thresholds can require you to collect and remit sales tax.

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How does Florida sales tax apply differently to dine-in food, takeout, and alcohol?

In Florida, most food sold by restaurants is taxable at the full rate whether it's dine-in or takeout. Alcohol is always taxable. The real distinction is between prepared food and grocery-type items, not how the customer receives it.

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