As a business owner, you understand the importance of having a great bookkeeper. They help you manage your finances, provide insights into your business operations, and ensure that you have accurate financial information. However, many business owners overlook the importance of building a strong partnership with their bookkeeper.

In this blog post, I want to share with you the power of partnership and how a strong relationship with your bookkeeper can boost your bottom line. As someone who has been working in the coaching and bookkeeping business for years, I have seen firsthand the benefits of having a great partnership with your bookkeeper.

In my bookkeeping business, Efficient Tradie Bookkeeping, my amazing team knows that they are the backbone of my clients business. It is their job to make sure that our clients have their bookkeeping set up in the most simple and efficient way. You see at Efficient Tradie Bookkeeping we love to use Xero and HubDoc to ensure you can get us your receipts with the click of a button or less. For many of our clients we have set up their systems so they never see the majority of their invoices until they reach their Xero file.

We ensure that your Xero dashboard makes sense and shows you an up to date snapshot of your business including an up to date amount of who owes you money and who you owe money too. There is no need to go fishing around to try and find those details, everything is in your Xero file.

Let's start by looking at three common frustrations that trades business owners have with their bookkeepers:

1. Not knowing what to do and when to do it. 

2. Feeling like they are not in control of the process. 

3. Feeling like their bookkeeper is not proactive in helping them improve their business operations.

It is important for you, as the business owner, to take responsibility for the steps in the process and we help you do that by stepping our clients through an onboarding process which outlines for them exactly who is doing what and by when. We also have one place for them to reference when they forget what they need to do. 

We make it simple and efficient.

The first rule when I work with clients whether it is in my bookkeeping business or Profit First Coaching business is that you as the client MUST ask questions. You must be proactive. If something doesn’t make sense you need to ask for it to be explained again. If you  make changes in your business you need to let us know. My team is amazing but they are not mind readers and the sooner you let us know something is changing or changed the easier it is for all involved.

So, what makes a great client? 

There are three key points to keep in mind:

1.  Being proactive and taking responsibility for your finances. 

2. Communicating openly and honestly with your bookkeeper. 

3. Being open to new ideas and suggestions for improving your business operations.

By being a great client, you can enjoy the benefits of a strong partnership with your bookkeeper. You'll have accurate financial information, better cash flow management, and a deeper understanding of your business operations. All of which can lead to increased profitability and a more successful business.

Building a strong partnership with your bookkeeper is essential for the success of your business. By taking responsibility for your steps and being proactive, ensuring your are communicating openly, you can create a relationship that benefits you and your business. 

If it is time to review your bookkeeping needs now is the time to book a call in with Katie to discuss working with her and her team at Efficient Tradie Bookkeeping. Click HERE to book in a time to chat.