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5 Tips on How to be a Good Client for Your Bookkeeper C2online

We recently looked at the characteristics of a good bookkeeper. But what about being a good client?

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 Time
No 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.

5 Bookkeeping Tips Lisa Patrick
  1. Keep your records up to date.  It is much easier to remember what an expense was when it’s fresh in your mind as opposed to 6 months ago.
  2. Keep all your records in one place. File by the month or by the type of expense.
  3. Purchase the tools to keep an accurate record of your income and expenses.
  4. Keep your personal and business expense receipts separate.  Set up a bank account for your business that way all your record keeping will be straightforward and you can account for your expenses.
  5.  Keep a record of your time spent keeping your books.  This way you can make an informed decision if it worth it for you to take care of your bookkeeping or hire someone to do it for you.


Free Publicity for your Company – How do I get it? Lisa Patrick

I recently was conducting research and trying to find ways to get free publicity for our products.  I always wondered how companies seem to be always in my radar via TV, web, or in print.  Thinking that these companies spend an enormous amount of money on advertising.  I was surprised to find that some don’t spend a single cent.

I wanted to share what I found:

Position yourself as an expert / utilize someone in your company as an expert.  Media rely on those who are experts in their field.  No different than our judicial system.  When they need relevant information regarding a topic in court then refer to an expert.  That expert is credible.  The media does the same to account for accuracy.

How do you know if you are an expert?  Being an expert simply means that you have a background in a specific area and can lend your expertise.

Find a story in the news that you could comment on. that would make you eligible as an expert.  If you don’t know a current event – Google!

Then once you have found an article, be the Edmonton Journal or nationally – The Globe and Mail, find the reporter covering that story you want to comment on and contact them.

I would make sure you do your research about the reporter.  You may want to comment about them- possibly an achievement they have recently been recognized for or achieved.  If there is no achievement possibly find a greatly written article that they recently have written about.  Show the reporter that you have taken the time not to just sell your expertise but have an interest in them and who they are.

Then talk to them about your expertise /position on a story that you have chosen.  Make sure they are aware of your point of view on the subject and your credentials that defines you as an expert to have an opinion on the subject.  After, the reported is you make a good point will most likely verify your story and you may receive publicity from your expertise.

Lisa Patrick

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