Monday, April 7, 2014

5 Tips on How to be a Good Client for Your Bookkeeper

As a general rule, a bookkeeper will be more diligent with the clients that they love and respect. So what do you need to do as a client to get the highest level of performance from your bookkeeper? Below are 5 tips for you to remember when working with your bookkeeper.
1. It's Not Their Fault
Bookkeepers can make mistakes - they are human - but not that often. Bookkeepers love what they do because they have great attention to detail and they like to see things add up correctly and balance. Often they are quick, as well as being thorough. As a rule, they are hard wired to do things right.
Most likely the blame for incorrect entries and 'mistakes' are because of miscommunication or misunderstanding. So try your best to understand what your bookkeeper needs.
2. Send Material on Time
We all live with deadlines. Bookkeepers have lots of deadlines for multiple clients so be aware of when they need things such as getting bank statements from you.
If you have specific dates in a month when you want to review your financial statements, let your bookkeeper know. They will let you know what their requirements are to deliver on time.
If you don't know ask. If there is a mix-up, write an email to make your needs clear.
3. Listen to Suggestions
Bookkeepers know what they are doing and they work with lots of clients. They know how to improve processes and how to make things run smoothly. Ask for suggestions, listen, and be sure you understand their suggestions. You will learn a thing or two which will help to improve the bottom line.
4. Pay Your Bills on TimeNo one likes a staler. If you want great service from your bookkeeper then be sure to pay them well and pay then on time. Just do it.
5. Show Your Appreciation
This is obvious but so easy to forget. Show your appreciation for all the things your bookkeeper does and the effort they put in to deliver your books on time - consistently. You don't need to do something special every month but what about every quarter or twice a year.
Your appreciation could be a simple phone call to say thanks or maybe a gift certificate for two at a nearby restaurant. Who doesn't like eating out once in a while?
We hope that these suggestions are helpful to you as a client who has hired a bookkeeper. Make a comment and let us know what you think.
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