Tag Archives: Communicate With Bookkeeper

Change How You Communicate with your Bookkeeper

We have often stressed how important communication skills are in a bookkeeper, however it is important to note that communication is a two way process, so it won’t help your bookkeeping for small business if you cannot communicate with your bookkeeper. Business owners often complain about how their bookkeepers don’t give them the report they asked for or provide them with incomplete information. While it is possible that your bookkeeper is at fault, it is also equally possible that you are at fault; maybe you didn’t clearly state what you need, maybe you assumed that your bookkeeper knows what you are talking about. The only way to establish this for sure is to make some changes to how you communicate with bookkeeper. Here are some easy changes you can make.

  1. Set aside time to review and request bookkeeping for small business information– Most business owners are in the habit on making requests while on the run, which means they end up not explaining things to the bookkeeper. While they know the context, the bookkeepers most often don’t, and provide information based on what they understood. The best way to fix this is to purposefully set aside time to interact with your bookkeeper, whether over the phone or in person. Just make sure you concentrate solely on your bookkeeper and that the both of you are on the same page before closing.

Bookkeeping for Small Business

  1. Insist on emails and notes for communication– It is good practise to conduct all your requests and communications via emails. Emails require you to think before you write and it also serves as a means of documentation. Make sure you make notes for every meeting and pass them around later, so that changes can be made by those involved if needed. This can save everyone a lot of time, trouble and prevent miscommunication.

Communicate With Bookkeeper

  1. Provide feedback– Bookkeepers can also benefit from constructive criticism and detailed feedback. Make it a point to provide your client with regular feedback, so that he knows where he stands. Besides it will allow you to engage with your bookkeeper and develop a healthy relationship.

Bookkeeping for small business has its ups and downs, and there is nothing that you and your bookkeeper cannot solve together. So make a few changes and watch things change.