How to Get the Most Value From Your Monthly Bookkeeping Meetings

Congratulations! You’ve got a bookkeeper handling your monthly reports, and tax season is no longer a nightmare. Your accountant loves you because everything’s organized and on time. But here’s the thing – there’s so much more value you can get from those monthly meetings with your bookkeeper.

The Evolution of Your Monthly Meetings

 

Understanding Your Numbers & Organizing Your Systems

When you first start meeting with your bookkeeper, you’ll likely focus on:

• Understanding what your financial statements are telling you
• Setting up efficient systems for:
  • Invoice tracking and sending
  • Bill payments
  • Receipt management
  • Document organization

 

The Common Trap

Here’s where many business owners step back. Once they’re confident their books are in order, they get busy with other aspects of their business.

Please don’t fall into this trap.

As the owner, staying connected to your numbers is crucial. Your monthly meetings can be so much more valuable – here’s how:

Making the Most of Your Meetings

 

Bring Your Questions and Goals

• Considering a business decision? Ask how it might affect your numbers
• Have specific financial goals? Let’s track them
• Wondering about industry benchmarks? We can look those up
• Need connections to other financial professionals? We can refer you

 

Use Your Bookkeeper’s Expertise

• If we offer KPI tracking, let’s set up meaningful metrics for your goals
• Want to track profit margins over time? We can focus on that
• Need financial statements organized differently? Just ask
• Looking for specific insights? Tell us what matters to you

 

Give Feedback

• Tell us if you want reports formatted differently
• Let us know which numbers are most important to you
• Share what’s working and what isn’t
• Ask for clarification when needed

Remember:

As bookkeepers, we have access to countless numbers and metrics. Without your input, it’s hard to know which ones matter most to your business. Help us help you by sharing:

• Your business goals
• Current challenges
• Areas you want to improve
• Decisions you’re considering

The more you engage with these meetings, the more value you’ll get from them. Let’s make sure every session moves your business forward.

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Ready to make your monthly bookkeeping meetings more valuable? Let’s talk about what matters most to your business. Apply to be a new client here: New Client Application