Spring-cleaning for bookkeepers

After the coldest winter in 26 years in Australia, I for one am very happy that today is the first day of Spring! Spring time, along with its welcome warmer temperatures and longer days, is renowned as being the time for cleaning, hence the phrase “spring cleaning”. As I no longer need to worry about house cleaning since employing a cleaner earlier this year, the only “cleaning” I need to concern myself with these days is within my business itself. So how on earth is a bookkeeping business cleaned? What does this actually mean and how is it done? Read on to find out more!

Window cleaner using a squeegee to wash a window

Once a year I like to sit back and review my business as a whole. I like to take stock, tidy up where possible and make changes. It’s important that I do this for my bookkeeping business to ensure that it continues to evolve in a positive and successful manner. Not doing this will lead to confusion, general mess and a poorly run business. The process I use for my business isn’t really a whole lot different to spring-cleaning a house because it involves, sorting, moving, changing, removing and/or replacing (no scrubbing involved though – I’ll leave that to my house cleaner!).  I use the following annual business review checklist to spring clean my bookkeeping business:

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If you run a bookkeeping business, do you have a “spring cleaning” process you use to keep the motor running smoothly? Is it similar to mine or do you do something differently? If so, I’d love to hear about it so leave your comments below.

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