Make sure to make it clear to your bookkeeper who is authorized to approve payments and to discuss sensitive financial information. Ideally, you should assign 1 person as the daily contact and have other owners or employees updated during financial review meetings. The assigned contact should also be in charge of informing the bookkeeper of any other authorized personnel. If you do not make it clear who the authorized contact is, you risk your bookkeeper discussing sensitive information with the wrong employees, in the case of a big company, someone could even pretend to be an employee and trick the bookkeeper into giving sensitive information to someone outside of the company.

When there are multiple points of contact, you put your bookkeeper in a difficult position if there is a disagreement on how to handle a particular task. It needs to be clear to the bookkeeper who has final approval in the case of a disagreement.