As bookkeepers, we know that having a great relationship with our clients is key. It’s not just about crunching numbers; it’s about working together to help your business thrive!
We get it—bookkeeping might not be your favourite part of running a business. After a long day, who really wants to spend hours creating invoices or chasing late payments? You’d probably rather be focused on growing your business or doing something that excites you. But guess what? We love bookkeeping! If dealing with the numbers feels like a chore for you, we’re here to take that off your plate. Let us handle the financial stuff, so you can focus on what you’re passionate about.
Now that we’ve got that covered, let’s make sure we’re set up for the best possible working relationship. Here are a few tips to help you be your bookkeeper’s favourite client (and make your business run more smoothly too!).
Communication and Transparency
1. Keep Us in the Loop
Planning a big project, expecting major expenses, or seeing changes in your revenue? Let us know! Keeping your bookkeeper informed helps us give you the best advice.
2. Ask Questions
Got concerns or feel unsure about something? Don’t hesitate to ask! Clear communication helps us stay on the same page. If we need more details on your bills or expenses, answering our questions quickly can really keep things moving smoothly.
Organisation and Documentation
3. Submit Documents on Time
Sending your bank statements, receipts, and invoices on time is super helpful. Timely submissions mean we can give you advice when you need it, and you’ll be ready for tax time or that loan application without any last-minute panic.
4. Keep Your Books Updated
If you’re managing some of your bookkeeping, make sure to keep your records accurate and up to date. This saves everyone stress and helps avoid those last-minute scrambles when your next GST return is due.
Collaboration and Openness
5. Be Open to Advice
We’re here to help your business succeed, so when we give you advice, know that it’s for your benefit. Taking it on board can make a real difference!
6. Work With Us
Let’s work together on financial strategies that align with your business goals. A team approach means we’re both working towards the same outcome—your success!
Financial Awareness
7. Know Your Numbers
Understanding your financial reports can help you make better business decisions and have more productive conversations with us.
8. Budgeting and Forecasting
Regular budgeting and forecasting show that you’re on top of your finances and planning for the future. It’s great for keeping things on track.
Technology Adoption
9. Utilise Accounting Software
Using accounting software makes life easier for both of us. It helps automate processes and allows us to access and analyse your financial data more efficiently. From online payment services to automated bill entries, there are tons of apps to help streamline things!
10. Keep Your Software Updated
Make sure your accounting software and financial tools are up to date, and don’t forget to enable multi-factor authentication for security. It helps everything run smoothly and securely.
Professionalism and Respect
11. Stick to Deadlines
Meeting the deadlines we set for financial tasks helps us manage our workload and keeps things running smoothly. It also ensures you get timely advice when you need it.
12. Pay Fees on Time
Paying your professional fees on time shows that you value the service we provide, and it keeps our working relationship hassle-free.
By following these simple tips, you'll not only make bookkeeping easier, but you’ll also set your business up for long-term success.
Feeling a bit overwhelmed? That’s why we’re here! Get in touch today for a consultation—we’ll help you get organised, save time, and even save money. Let’s work together to help your business thrive!