As a bookkeeper, my favorite clients are the ones who contact me proactively for changes to their business. For example, the business owner purchases a vehicle and sends the Bill of Sale that afternoon, alerting me to the purchase, the loan (if applicable), and all the details. These business owners are in the know – they are also reviewing their financial reports and asking questions to be sure all is well with their books.

Basically, as soon as you have opened a new bank account, purchased a new vehicle, secured a new line of credit, or added another employee…the next item on your to-do list is to let your bookkeeper know! Communication is the cornerstone of the partnership between a business owner and a bookkeeper, ensuring that your financial records are accurate and up-to-date. Let’s delve into the intricacies of timely communication in the area of bookkeeping.

Why should I be Proactive in my Communication?

Mutual understanding and collaboration

Effective communication between business owner and bookkeeper goes beyond mere transactional exchanges; it forms the bedrock of a collaborative partnership grounded in mutual trust and understanding. By fostering open lines of communication, you cultivate a relationship wherein your bookkeeper serves as a trusted advisor, guiding you through the intricacies of financial management and empowering you to achieve your business objectives.

Proactive engagement

As a business owner, proactive engagement with your bookkeeper is akin to investing in the long-term success and sustainability of your enterprise. By prioritizing timely communication and transparent dialogue, you lay the foundation for sound financial management practices that drive growth and prosperity.

How this Operates with our Current Clients

All communications are funneled through our client portal. This tool in our tech stack allows for easy communication between bookkeeper and business owner. Either person can ask questions or upload information in a central location so nothing is lost in an inbox or text message. The client portal is the perfect place to alert your bookkeeper about a new asset purchase, loan secured, or hired employee, so these things can be attended to right away and reflected in your business finances accurately and timely.

If you’re curious about our processes and how we partner with business owners to provide services, start here. 

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