Bookkeeping Clients: Who Needs Them!

Every freelance independant bookkeeper needs bookkeeping clients!

It’s always interesting meeting a small business owner who’s just decided to take the plunge and outsource their bookkeeping.

When it comes to having a handle on their finances, many small business owners just don’t know what they don’t know!!

By that, they just have no idea about having a system for their bookkeeping or getting their finances in order. It’s amazing how some businesses survive in such a state of disorder

That’s where you come in. As bookkeepers we can help the client by making suggestions to improve or even establish a bookkeeping system.

The first step may be something as straightforward as suggesting that they should consider opening a seperate bank account for their business rather than using their personal bank account.

You may need to set them up with a simple system of manila folders for bank statements unpaid / paid bills etc

There’s some clients that seem to take years to grasp the fact that by them spending a couple of extra minutes on completing their documentation correctly before they file it, they’ll end up saving so much money on bookkeeping fees.

When they final realise that you’ve been working to save them money, they’ll thank you (perhaps with a sheepish grin)!

It’s moments like that when your bookkeeping clients understand that they that need you more than you need them!


Do you want an unfair advantage over other bookkeepers? How would you like to be guided and helped through the necessary steps to build a $60,000 p.a business working part time? Our Bookkeepers Coaching Sessions are available to any bookkeeper who is thinking of starting, or who already have their own bookkeeping business - Ask us any questions, get immediate answers and help HERE

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