Virtual Rolodex with Lindsay Kline, EA, Founder, Great Bookkeepers Wanted

About this episode

Kristie Ondracek interviews Lindsay Kline about the risks of hiring the wrong bookkeeper and how to find the right financial support for businesses.

Why Hiring the Wrong Bookkeeper Can Cost You More Than You Think Episode Summary In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Lindsay Kline, owner of Great Bookkeepers Wanted, to discuss one of the most overlooked risks for businesses—hiring the wrong bookkeeping support. Lindsay shares her unique journey from learning bookkeeping as a child to building and selling her own bookkeeping firm, and now helping business owners find the right outsourced bookkeepers through a highly vetted matchmaking process. The conversation highlights real-world challenges business owners face when transitioning financial providers, the importance of data access and ownership, and why technical knowledge alone isn’t enough when selecting a bookkeeping partner. Whether you're a CPA, business owner, or finance professional, this episode provides practical guidance on how to protect your financial data, ask better questions, and build stronger financial partnerships. What You’ll Learn • Why businesses should always maintain access and control over their financial data • The risks of poor transitions between bookkeepers and how to avoid them • Why succession planning…

People in this episode

Host: Kristie Ondracek

Guest: Lindsay Kline

Topics covered

• bookkeeping
• financial data
• business risks
• outsourcing
• cybersecurity
• financial partnerships

Keywords

• bookkeeper
• financial data access
• business owner
• cybersecurity
• vetting bookkeepers
• financial partnerships
• succession planning

Mentioned in this episode

Organizations: Great Bookkeepers Wanted

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