The key to having a successful relationship with your bookkeeper is staying connected and communicate as much as possible. There are many ways to ensure that you have a successful, long term relationship with your bookkeeper.
The first way to have a successful relationship with your bookkeeper is communication. It’s very important that you and your bookkeeper are on the same page when it comes to your business needs. What I mean by this is ensuring that your business goals are aligned with your bookkeepers goals for your company. You want to ensure that your bookkeeper is your business’ biggest fan. The bookkeeper should be checking your finances on a monthly basis and guiding you with solid advice to help you succeed.
The second way to have a successful relationship with your bookkeeper is finding someone who is passionate. They need to be just as passionate about being an entrepreneur for themselves as much as wanting to help your business grow. If the person isn’t passionate about watching their business grow, do you think they will be excited about ensuring that your business is growing?
The third way to have a successful relationship with your bookkeeper is finding a bookkeeper who is organized. In the finance and accounting industry, besides being detail oriented, one of the top traits of a bookkeeper is organization. If your bookkeeper is organized with their own finances and their business, it will reflect in yours. Staying on top of tasks, taking initiative, and ensuring that your business is running smoothly, are some of the main things that your bookkeeper should be doing automatically.
For more tips on working with a bookkeeper, check out the free resource, “My Financial Checklist for My Online Business.”