While your bookkeeper may include data entry in their tasks, you really should have a partner that understands your business on a deeper level, down to your day-to-day needs. With this knowledge, your bookkeeper can translate their duties into a working partnership that supports your true cash flow needs.
Here’s what you should expect from your bookkeeper:
- Save you time
- Give you peace of mind
- Share what they have learned from other work
- Stay on top of the industry so you don’t have to
- Recommend efficiencies
- Help you prepare a budget
- Generate reports that help you make better decisions
- Give your CPA information needed to do their job
- Provide insights into your business
In addition to the basics:
- Reconcile your checkbook and banking accounts
- Enter expenses from credit card statements
- File sales tax
- Prepare and send invoices
- Pay the bills
- Keep your QuickBooks current
Your bookkeeper should be more than a data entry clerk. If you are looking for a team that can save you time, plus partner with your CPA, we would love to hear from you. I am Kathy Dise with BudgetEase, and you can contact me for a free consultation at kathy@budgetease.biz.
