Episode 05 :: How to Find + Create A Successful Relationship with Your Bookkeeper
Insights from someone with experience on both sides of this important relationship(Video + closed caption available on YouTube)IN THIS EPISODE OF THE GOOD FOOD CFO PODCAST I AM JOINED BY ERIN LEHR, A FOOD INDUSTRY VETERAN TURNED BOOKKEEPER WHOSE UNIQUE EXPERIENCE ON BOTH SIDES OF FINANCIAL REPORTING OFFERS A REALISTIC LOOK AT WHAT IT TAKES TO FIND AND BUILD A SUCCESSFUL WORKING RELATIONSHIP WITH YOUR BOOKKEEPER.
Having a good working relationship with your bookkeeper means accurate, timely financial information and that has a big impact on your ability to build a profitable business. But every bookkeeper is not going to be a match for your business and you can’t simply hand over your receipts and access to QuickBooks and walk away from the task.
In this episode of The Good Food CFO Podcast Erin is sharing insights into…
What to look for, key questions to ask + red flags to be aware of when interviewing Bookkeeping candidates How to communicate + create clear expectations
What to expect when you’re getting “up and running” with a new bookkeeper
Keys to building a great long-term working relationship with your Bookkeeper
Recommendations to ensure you’re setting yourself up for a successful long-term relationship with your bookkeeper
How to improve a imperfect relationship with your current Bookkeeper
Pricing Structures :: The different ways Bookkeepers charge, and how to choose the one that’s right for your business
3 Signs that will help you identify if YOUR Financial Reports are in need of a revamp, and the steps you can take to improve them
Tips for communicating reporting changes to your bookkeeper
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