Four Ways to Help Your Bookkeeper

Your relationship with your bookkeeper should be a two-way street, a process of give and take, and communication plays a huge role in the success of your bookkeeping. When you first start working together, make sure you establish how often you’ll communicate and the most common method (email, phone, in person, virtual meeting). Having a bookkeeper doesn’t mean you can wipe your hands of your books, there is a role you play as a client to ensure the completion of your books. 

Provide all the info. 

Your bookkeeper can only work with what you give them, so make sure they have all they need! This includes your company’s bank account information, a list of your assets and liabilities, access to your payroll system, any tax documents you receive, your receipts for expenses and sales, and more. The more information they have, the better you and your books will be. Otherwise, your bookkeeping will be incomplete and likely include mistakes and many questions. 

Be prompt with your replies. 

Communication takes two, so try to be on your A-game when it comes to responding to emails and returning phone calls to your bookkeeper. Although in most cases it won’t be an emergency, you should always respond within 24 hours, just in case. If there is an emergency, it’s even more vital for you to be accessible! Nobody likes when a person disappears for days with no answer. Be a good partner to your bookkeeper and stay on track with your communication. 

Remain patient and polite. 

Running a business can get stressful, we know. The days blur together, your “to do” list is neverending, and sometimes you forget to take a breath. It can be easy to get upset with your bookkeeper when your company’s financials aren’t great, but remember they’re just the messenger! Also keep in mind that you’re likely not your bookkeeper’s one and only client - be patient!

Refer & be referred. 

Do you love your bookkeeper? Share with your friends, family, business connections, and more! Referrals make the business world go ‘round, and the best way you can repay someone for their services is by referring them for more business! If you don’t love your bookkeeper, it’s time to ask those you trust for their recommendations and do your research. Be open to referrals. 

These are just a few simple ways you can help enhance your relationship with your bookkeeper, which, as a result, will benefit your bookkeeping. Remember to keep communication open and try to always keep up your end of the deal!