Our small business clients have varied relationships with their respective bookkeepers. Some are a part of the team on a full-time basis, while others have the bookkeeper in part-time or as needed, either weekly or even monthly. Just because business owners have diverse levels of transactions or tasks they need assistance with, doesn’t mean the quality of the relationship should suffer.
You should expect your bookkeeper to:
- Understand your business model
- Develop and provide useful financial information that is important to your overall success and tailored to your needs
- Schedule dedicated meetings at least quarterly with you and your team
- Meet deadlines with accurate, consistent results
- Collaborate with your accountant, banker and other finance team member
- Provide regular observations on financial information
- Recommend efficiencies in your bookkeeping processes
- Watch for cost savings
- Stay up-to-date on bookkeeping technology
If you find that your bookkeeper is not providing value, not recommending the correct reports, or missing deadlines, we can help! I am Kathy Dise with BudgetEase, and you can contact me today for a free consultation.