6 Things This Bookkeeper Wants You to Know

1. Watch out for Too Many Bank Accounts

Yes, the Profit First method is great – but don’t go overboard with bank accounts. Too many accounts can actually create more work without adding benefits, especially if you’re handling your own books. Remember: the goal is clarity, not complexity.

 

2. We Want You to Actually Use Your Financial Reports

When we send you reports like the P&L and Balance Sheet, it’s not just because we like making them (though we do!). We want you to understand how your business is really doing. If something’s confusing or doesn’t make sense, tell us! We can adjust the reports until they show exactly what you need to see.

 

3. We’re Part of Your Financial Team

Think of us as your financial translators. Your accountant handles tax strategy, and we handle your books. When your accountant asks questions in “tax speak,” you don’t have to figure it out alone – that’s what we’re here for! Pro tip: introduce us to your accountant early. We’ll keep you in the loop while handling the technical conversations.

 

4. Messy Books Are Nothing to Be Ashamed Of

We get it – most of us weren’t taught finances in school, let alone business accounting. You’re doing your best, and that’s exactly where everyone starts. While we share tips on our blog and social media, there’s only so much we can cover in short posts. Whether you work with us or another bookkeeper (because yes, you should have one!), we’re cheering for your success.

5. You Might Need a New Accountant

We try to be tactful, but sometimes you need to hear it directly: if your accountant

• Is unresponsive
• Makes you feel small or stupid
• Hasn’t filed your returns from two years ago

then it’s time for a change. There are many excellent accountants who will treat you with respect, communicate clearly, and handle your taxes promptly. We’re happy to connect you with one.

 

6. We Don’t Believe in Gatekeeping Financial Knowledge

This isn’t old-school accounting where we’re the experts and you just follow orders. We want you to:

• Ask questions (even ones you think are “silly”)
• Share your thoughts and concerns
• Challenge things that don’t make sense
• Understand your business’s financial story

Your business finances shouldn’t be a mystery. We’re here to help you understand them, not keep them secret.

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Ready to talk about your books? Let’s have a conversation about what’s working and what isn’t. No judgment, just clarity. Apply to be a new client here: New Client Application