Curated News
By: NewsRamp Editorial Staff
October 25, 2026
Bookkeeper Turned Author Exposes Employee Theft in New 3-Book Series
TLDR
- Charlie Montgomery's three-book series gives business owners an edge by exposing 36 bookkeeper theft methods and prevention strategies.
- The series details how bookkeeper theft occurs, how to vet and manage hires, and how to detect and respond to schemes.
- Montgomery's guides help small businesses prevent devastating bookkeeper theft, protecting livelihoods and strengthening communities.
- After 45 years, Charlie Montgomery reveals real IRS case studies of bookkeeper theft in her new three-book series on Amazon.
Impact - Why it Matters
Small and mid-sized businesses are often the most vulnerable to internal theft because they lack the segregation of duties and oversight that larger companies can afford. A trusted bookkeeper who handles both record-keeping and cash management can quietly siphon funds for years, and the damage frequently goes unnoticed until the business is in serious financial trouble. Montgomery’s series gives owners practical, experience-based tools to prevent, detect, and address bookkeeper theft—an underreported crime that can be devastating for companies with limited resources. By learning the warning signs and implementing stronger hiring and management practices, business owners can protect their cash flow, their livelihoods, and the employees who depend on them.
Summary
Business consultant and full-charge bookkeeper Charlie Montgomery has released a three-book series aimed at helping small and mid-sized business owners protect themselves from a threat she says is far more common than most realize: theft by their own bookkeeper. The series includes 36 Ways Your Bookkeeper Steals From You, How To Hire And Manage A Bookkeeper, and Blueprint for a Successful Pickpocket Bookkeeper, all available now on Amazon.
Montgomery draws on 45 years of consulting with small businesses, often called in after a company’s books became too inaccurate or incomplete for a CPA to handle. Through that work, she repeatedly encountered trusted bookkeepers quietly draining cash from the businesses that depended on them—sometimes for years before anyone noticed. The first book lays out specific methods she has uncovered firsthand, from skimming cash to manipulating financial systems, and explains why such theft so often goes undetected. The second offers practical guidance on vetting candidates, structuring interviews, writing job descriptions, and managing a bookkeeper once hired. The third breaks down how theft schemes are typically set up and escalated, the warning signs owners should watch for, and what to do once theft is suspected or confirmed, illustrated with real case studies, including several drawn from IRS cases.
“Theft by a bookkeeper is a really tough subject to discuss, yet it’s much more prevalent than most business owners realize or care to admit,” Montgomery said. “This is an underreported crime that is very costly to businesses, and can be especially devastating to small businesses.” Her background extends beyond bookkeeping: she has consulted with more than 100 clients across real estate, construction, retail, and manufacturing, managed large residential and warehouse operations, and helped small business owners navigate PPP loan compliance during the pandemic. That experience shapes the books into plain-spoken guides rather than academic texts. All three are available for purchase on Amazon.
Source Statement
This curated news summary relied on content distributed by 24-7 Press Release. Read the original source here, Bookkeeper Turned Author Exposes Employee Theft in New 3-Book Series
