Let’s get this out of the way: a bookkeeper doesn’t magically make you profitable. That may sound obvious and a little condescending, but we have had clients treat us like that before. You probably understand that already, but do you know what your bookkeeper is doing for you?
A bookkeeper organizes your financial information in a way for you to understand. By contrast, an accountant organizes it for the IRS specifically; a bookkeeper organizes for you. Please understand that I don’t mean that we manipulate your numbers to make you look good, that would be unethical. We help you understand where your financials stand. We make sure you know where your money is, because it’s not always clear cut. We help you make budgeting decisions. We manage your quickbooks, we talk to your accountant, and we balance your books as we go.
Here’s the bottom line though: a bookkeeper doesn’t make you profitable, you do. A bookkeeper is only as valuable as your willingness to take action and listen to feedback. Nothing will change if you don’t talk to your bookkeeper. You’re the one that spends your money,
not us, so it’s up to you to take action. Bookkeepers don’t expect you to understand how all the financial stuff works in the background; our job is to translate that for you so you can make good financial decisions. But you’re the one that has to make the changes.