Making the Most Out of Working With a Freelance Accountant
December 8, 2022
There are many benefits to working with freelancers at your accounting firm. They can provide you with the flexibility and freedom to work on your own terms, and they can also help you save money on overhead costs.
However, working with freelancers also comes with its own set of challenges. Here are a few things to keep in mind when working with freelancers at your accounting firm:
1. Make Sure You Have a Clear Understanding of the Scope of the Work
Before you begin working with a freelancer, it's important to have a clear understanding of the scope of work. What exactly do you need the freelance accountant to do? Be as specific as possible in your communication with the freelancer to avoid any misunderstandings down the road.
2. Set Clear Expectations from the Start
In addition to having a clear understanding of the scope of work, it's also essential to set clear expectations from the start. What are your deadlines? What is your preferred method of communication? Which accounting practice software do you prefer to use? By setting clear expectations from the start, you can avoid any potential problems down the road.
3. Don’t Be Afraid to Negotiate
When you're working with a freelancer, it's important to remember that you have the power to negotiate. If you're not happy with the terms of the agreement, don't be afraid to speak up and negotiate. After all, it's your money that's on the line.
4. Get Everything in Writing
This one is pretty self-explanatory. Whenever you're working with a freelancer, it's important to get everything in writing. This includes the scope of work, deadlines, and payment terms. By getting everything in writing, you can avoid any potential misunderstandings down the road.
5. Pay on Time
When you're working with a freelancer, it's important to pay on time. Freelancers are businesses, too, and they need to be able to pay their bills. By paying on time, you can build a good relationship with your freelancer and ensure that they'll be available to work with you in the future.
6. Build a Good Relationship with Them
Just like with any relationship, it's important to build a good one with your freelancer. The better your relationship, the better your working relationship will be. By taking the time to get to know your freelancer, you can ensure that you're working with someone you can trust.
7. Give Feedback
If you're not happy with the work you're receiving, don't be afraid to give feedback. The sooner you give feedback, the sooner the freelancer can make the necessary changes.
8. Be Respectful
When you're working with a freelance accountant, it's important to remember that they're a professional. Be respectful of their time and their work, and you'll find that the relationship is a lot smoother.
Freelancers can be a great resource for small businesses, but it's important to remember that they're professionals. By following these tips, you can ensure that you have a great experience working with a freelancer.
In order to provide the best services for your clients, you need to work with the best people and invest in the best tools. Firm360 is an all-in-one accounting practice management software that helps you manage your clients and their finances all in one place. With Firm360, you can increase efficiency, automate tasks, and grow your practice. Try Firm360 today and see how it can help your business.