We’ve been running our bookkeeping business for over 10 years and in that time we’ve worked with many different clients; some have been wonderful and others not so great. So what makes a great client or ideal client? We have compiled our list of 10 characteristics that we believe the ideal bookkeeping client presents. Continue reading
At the moment I’m regularly losing sleep over something that happens quite a bit in our practice. It’s something that really worries me to the point that I almost wasn’t going to write this post because I know that some will frown upon us when they read it. Anyway here goes nothing, here’s the problem:
So far this year, I’ve attended 3 all-day bookkeeping conferences/seminars (and it’s only April!). I’ve attended each one hoping to come away with more knowledge, more skills and more business insights. While I certainly did pick up a few tidbits here and there, in general, I came home feeling like I had really just wasted my time. Don’t get me wrong, the organisers of these events do a wonderful job; putting events like these together is no easy feat by any means and as such, I have great respect for them! However, I’m starting to think that my time would be better spent attending one-day technical training seminars in which I could improve upon the skills and knowledge I already have as a BAS Agent. Conferences have their place that is certain, but at the end of the day, are they really benefiting us as BAS Agents and accounting professionals? Are we really actually learning anything useful at conferences? I for one will be looking for specific technical training in the near future in lieu of attending conferences next year. It would be great if some of the bookkeeping associations would provide this sort of training to us rather than putting all of their resources into one annual conference. Just my two cents worth!
What do you think? Are conferences beneficial to you as an accounting professional? Do you think you need more technical education as a BAS Agent?
The other day I visited a client who told me about Load & Go Visa Cards. He was looking for a way to better handle giving petty cash to employees for minor business-related purchases. It wasn’t that he didn’t trust his employees with the cash, it was more that the physical handling and recording of cash purchases was becoming difficult to maintain and as a result, some purchases were not being recorded at all. My client wanted a more efficient system for petty cash purchases and after some research came across Load & Go Visa Cards from Australia Post. These are rechargeable pre-paid Visa cards to which you add your own funds up to the value of $999.00.
Last week we looked at source documents, what they are and why they’re important. This week we look at how our clients work with source documents, how they deliver them to us and the various issues that can arise from time to time.
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There’s a big push at the moment to outsource every task in your business that you don’t want to do. While this concept has merit, there is one business task that you probably shouldn’t outsource, your bookkeeping.
We all seem to be as busy as bees these days. We are most certainly busier than previous generations; I’m not sure that’s necessarily a good thing but none-the-less, that’s the world in which we all live. We are pushed to fit more and more into our days, our to-do lists are growing like Jack’s Bean Stalk! As a result, we are all faced with the same issue – the daily struggle to get to the end of those to-do lists and get all of the stuff done that we have to do. While this is a common story for all of us, it is even more of an issue for business owners. Over the years, as the owner of e-BAS Accounts, I too have experienced the frustration and stress caused by this daily struggle. This year however, I decided to do something about it………
One of the most frustrating things about modern business is the apparent poor communication between business owners and colleagues and/or clients. This seems to be a ridiculous statement when, like never before we have so many avenues of communication open to us: email, texting, telephone, social media, instant messaging etc. The problem lies in the fact that few business owners document and use a communication system.