What do Bookkeepers Need from CPAs during Busy Deadlines?
A good bookkeeper is worth his weight in gold.
Whether he is in-house or outsourced, a good bookkeeper doesn’t just crunch the numbers, but he understands how what he does fits into the big picture. He keeps up-to-date on new technologies. He is trustworthy, detailed, and accurate in his work.
CPAs benefit from the time-saving measures the bookkeeper puts in place.
They also live a lot less stressed when the bookkeeper is able to keep up with recording the cash flow of the business.
But during a busy deadline season like tax season, bookkeepers work extra hard to stay on top of their game.
In return, CPAs should make sure that the bookkeepers receive a generous helping of support and appreciation.
How to Support Your Bookkeeper
- Take initiative to ask the bookkeeper what she needs. Give her a call or send her an email to let them know that you are available to them in case they have a question or need a piece of information. Don’t always leave it up to the bookkeeper to initiate contact with you.
- Be specific. When do you need that information? What is the exact information that you need? Your bookkeeper is not a mind reader. Make sure you are crystal clear about your expectations.
How to Appreciate Your Bookkeeper
- Provide lunch, but not sandwiches or pizza! Your bookkeeper has already had plenty of fast food during the busy deadline time. Instead, bring in a real meal. Bonus if it is home cooked!
- Eat together. Don’t just provide the lunch, but use the mealtime to have a conversation. Make sure your discussion allows you to get to know one another instead of turning into another work-related meeting. Showing personal interest can let your bookkeeper know that he is valuable and noticed.
- Acknowledge the bookkeeper’s best work in front of peers. Those who go unnoticed feel unappreciated. During a meeting or an announcement time, verbally thank and recognize the bookkeeper for her hard work. You can even thank your bookkeeper on social media to let everyone know what a great job she is doing!
- Send a handwritten thank you note. If your bookkeeper doesn’t like to be the center of attention, share what you would say to the group in a personal card.
Bookkeepers and CPAs are on the same team.
Support and appreciation can go a long way to making the team perform at its best for the client.