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How To Make Your Bookkeeper LOVE You (PT 2)

Hello, again! End of Financial Year is rocketing closer and closer, and I for one am so excited that this is the last time I have to work out numbers for myself. I'm one of those people who leaves financial stuff to the absolute last minute and then freaks out about it.

So once this one is done, Brenda from Do The Sums will be taking over and it's no longer my problem! Up until now, I've had a Xero account that I only upgraded to get the invoicing system, which I now love, but still did the day to day stuff (usually all at once in the last week possible) and then Brenda would submit it for me. But soon, it's all over to her and I couldn't be HAPPIER.

So in the interest of it almost being time to do those pesky financials, here's some more advice from Brenda to make this time of year a bit less stressful......

What are the top ways the right Bookkeeper can help a small business/sole trader?

Guidance and advice. We are always there to answer any questions, steer you in the right direction, bring your attention to additional things you can claim against your tax and knowing the IRD rules.

What is the top thing a client can do to make your relationship most efficient?

Stay on top of your reconciling or spreadsheet, nothing worse than going to do it a year later and not remembering what something is for.  

More tips next week!



 

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