bookkeeping, accounting, tax

What makes a good bookkeeping client?

October 11, 2023

Are you looking to hire a bookkeeper to manage your organization's financial services?

As an entrepreneur and business leader with a growing business, finding the right bookkeeper-client relationship is crucial. At MOD, we have the privilege of working with business owners across all sectors to support them in their decision making using financial information. We know that good decision making starts with good bookkeeping ... and a good relationship with your bookkeeping specialist. In this blog post, we'll explore the qualities that make an ideal bookkeeping client.

  1. Organization: The foundation of good bookkeeping is well-organized financial records. An ideal client maintains their documents, receipts, and financial data in an orderly manner. This not only eases the bookkeeper's workload (and keeps fees down!) but also ensures accurate and up-to-date financial records.
  2. Timeliness: Having timely results is an important feature of good financial reporting. Clients who are promptly provide financial data and documents help keep financial records accurate and current. This practice prevents the accumulation of a backlog of financial information.
  3. Communication: Effective communication is key to any successful relationship, including the one between a client and their bookkeeper. Clients who are open and responsive when discussing financial goals, changes in their business, or addressing questions and concerns, contribute to a productive working relationship.
  4. Honesty and Transparency: Ideal clients are honest about their financial situation and transparent about any financial issues or discrepancies. This transparency ensures that the financial professionals can provide accurate and relevant advice to clients.
  5. Responsiveness: Quick responses to bookkeeper queries or requests for additional information can prevent delays and errors. A responsive client ensures the bookkeeping process runs smoothly.
  6. Understanding: Understanding the importance of bookkeeping and being willing to work closely with your bookkeeper to achieve financial goals is an essential quality of a good client.
  7. Compliance: Compliant clients adhere to tax laws and regulations. This is crucial for accurate and legal financial reporting, and it's the responsibility of both the client and the bookkeeper.
  8. Respect for Professional Expertise: Clients who trust their bookkeeper and accountant's expertise and advice can create a positive and productive working relationship. Bookkeeping specialists and accountants are trained professionals who can offer valuable insights.
  9. Consistency: Consistency in financial practices and data entry is vital to maintaining accurate and reliable records. Regularity in providing data helps keep everything up to date.
  10. Patience: Bookkeeping can involve complex tasks, and clients who display patience and understanding of the process contribute to a positive and effective relationship.

An ideal bookkeeping client is someone who communicates well, values the service, is committed to maintaining financial accuracy, and works collaboratively with their bookkeeping team to achieve their financial goals. By prioritizing your financial housekeeping, you can ensure a successful bookkeeper-client relationship!

Photo: Emilie Iggiotti

Styling: Lindsay Mills

Hair and makeup: Ruth Bancroft, Sen Studios

Alicia Fowler