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How Your Bookkeeper Should Treat You, the Business Owner

Sep 6, 2017 7:50:00 AM Kathy Dise Small Business, Bookkeeping

How Your Bookkeeper Should Treat You.jpgOur 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.

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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.