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Your bookkeeper isn’t there to just silently log your business’ financials - they’re there to be a guide for you and your business. Your bookkeeper can give you an inside look at the financial ins and outs of your business and provide valuable knowledge to help you make informed decisions. Take some time to talk with your bookkeeper to really understand where your business stands and where you may be headed by asking questions that provide important intel.  

Where are we wasting money?

Your bookkeeper knows the financial ins and outs of your business. They become familiar with your spending habits, budgeting skills, cash flow management, and more - use this to your advantage. Ask your bookkeeper where you’re wasting money

There should always be open communication between you and your bookkeeper. Although running a business can become chaotic and time can get away from you, it’s vital to remain connected. Every month you should sit down, either remotely or together, and review your company’s financial health. Set aside time to review and analyze reports, ask questions, and determine a game plan for moving forward. Together, you and your bookkeeper will come up with a sound plan for your business. Some questions to address along the way…

What changes did we make last month & how did they play out?

Did you hire a new employee? Lose an employee? Add on to inventory? Take away from inventory? Look at the changes you implemented last month and see how they playe