Want your bookkeeper to hate you? Then do this.
Imagine you are a dog trainer. Someone brings their German Shepherd to you and asks you to teach the dog every command possible. After a week, the owner returns and the dog hasn’t learned anything. You are completely baffled. You tell them, “This dog is friendly and bright, but doesn’t seem to understand a word I’m saying!” It’s as if a light bulb goes on over the owner’s head. “Oh, have you been speaking English to this dog? He only speaks German!”
Sometimes bookkeeping is kinda like that.
Fact is, we are amazing, but we aren’t fortune tellers. We can only know and work with what you tell us. Your bookkeeping is only as accurate as the details you provide. So if you have a loan, get a credit card, buy a building, whatever…YOU NEED TO TELL YOUR BOOKKEEPER.
We are getting to that time of year where you need to start thinking about filing your taxes, and if you have neglected to tell us about these things or you have a bunch of outstanding transactions that you need to provide details on, it only makes the process more complicated. If you wait until the last minute to provide details, it creates unnecessary chaos and makes your bookkeeper drink heavily. Do you want that on your conscience? We didn’t think so.
Here are some things you can do to prevent us from showing up at your house to break your kneecaps:
Make sure we know about all business credit cards & loans and that we have access to those accounts
Notify us of any major purchases / sales of property or equipment
Is your contact information up to date
Is the current contact information for your employees up to date
Have you answered your outstanding ask transactions
Did you make business purchases out of your personal funds that we need to record
Let’s be friends,okay? Take a minute to shoot us a note and let us know if there’s anything you might have forgotten to disclose and make sure there’s not anything we need that slipped through the cracks.
Are you ready for tax season? Drop a comment below!
