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Updated over 2 years ago,

User Stats

39
Posts
19
Votes
Benjamin Lenz
  • Realtor
  • Walnut Creek, CA
19
Votes |
39
Posts

Safe to hire bookkeeper and grant access to financial accounts?

Benjamin Lenz
  • Realtor
  • Walnut Creek, CA
Posted

Hey BP! 

I've read articles on the forums here about the importance of hiring a bookkeeper if you're like me and dread spending valuable time doing  accounting. What I'm curious to know is, how safe is it to grant bookkeepers your personal account access? I link applicable bank accounts to programs like Stessa, so I'm guessing I would need to grant them access to my credit card and bank accounts so that they can reconcile and check entries that are automated, or add/modify entries when needed. Any advice on how to set this up safely? 

Thanks in advance!!

Ben

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