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How to Get the Most Value From Your Bookkeeper

Jun 25, 2020 10:36:00 AM Kathy Dise Bookkeeping

bookkeeping services

If you have a hard time finding or keeping a bookkeeper or are not satisfied with the performance of your bookkeeper, here are some tips that guarantee getting the most out of your bookkeeper.

What you should expect from your bookkeeper:

  • Up-to-date financial information
  • Forward-thinking advice
  • Collaborative assistance
  • Cost savings
  • Being an essential part of your business

Business Owner's Role:

  • Set priorities each month, week and even day if necessary
  • Provide an efficient workspace for your bookkeeper 
  • Respond quickly to your bookkeeper’s questions 
  • Meet often 
  • Be specific about what reports you want to see and when
  • Mandate Assistance/Training
  • Share your goals and challenges

As a business owner, if you follow these suggestions, you should be well on your way to increased profitability. If you are following these guidelines and are still not happy, it is time to look for another bookkeeper. If you have any questions or would like to discuss how to get more out of your bookkeeper, give BudgetEase a call. We help many small businesses, non-profit organizations and ecommerce companies with training and support to get the most out of their bookkeeper.

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Kathy Dise

Written by Kathy Dise

Kathy has over 30 years experience helping small businesses succeed. As a commercial lender, commercialization expert and now as a QuickBooks diamond level advisor, Kathy understands the challenges small business owners face. Her experience helps business owners quickly accomplish their financial goals. As the owner of BudgetEase, Kathy works with clients to develop a plan to efficiently process 1,000s of small transactions so owners can make informed decisions. She lives in Shaker Heights, OH with her husband Ralph and enjoys golf, curling and walking in Cleveland’s fabulous Metro Parks.