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Accountant

Bookkeeping Tips for Small Businesses

If you want to be a good client to your bookkeeper here are some tips!

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  • Remember to send ALL financial information (e-transfers, deposits, invoices, etc) your bookkeeper will require everything in order to reconcile and create financial statements for you

  • Try to be pro-active and plan for upcoming things that might require cheques to be made so that you aren't rushing your bookkeeper to create payments for you

  • Having 1 space to put everything is wonderful, look to see if your church or non-profit has a sharepoint where you can put all the financial information for the month and give your bookkeeper access

  • Although most of us work late nights refrain from calling without a previous appointment 

  • Plan to meet with your bookkeeper once every quarter to gove over things, make changes and be clear on your finances

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