36 min listen
714: 12 Questions to Ask Your Current or Future Bookkeeper to Make Sure You're a Good Fit
FromThe Strategy Hour Podcast: Systems and Marketing for Service Based Businesses with Boss Project
714: 12 Questions to Ask Your Current or Future Bookkeeper to Make Sure You're a Good Fit
FromThe Strategy Hour Podcast: Systems and Marketing for Service Based Businesses with Boss Project
ratings:
Length:
34 minutes
Released:
Feb 2, 2023
Format:
Podcast episode
Description
We talk so often about financial literacy and creating sustainable businesses online that we’ve had a handful of clients ask us questions about bookkeeping. Based on all of the questions that come in, there are some things we want to share with our listeners about how to make sure that you have a bookkeeper that’s really well suited to you. Whether you’re interviewing someone for the first time or looking to get the most out of your existing relationship, this episode is for you.
So many of us really lean into trusting the experts in this industry, which is great! But over the last few years, there has been a new level of service that’s been expected and desired from clients. Now we want our financial professionals to go a little bit above and beyond just reconciling the books, to really help us understand and learn from our numbers. That is the biggest gap that we see happening for most business owners. That’s why we want to equip you with the best questions to ask to make sure that you find the right person to work alongside you; not just someone to “do it for you.”
Thank you for listening! Please subscribe, rate and review The Strategy Hour Podcast on iTunes. Ratings and reviews are extremely helpful and greatly appreciated. For show notes, go to thestrategyhour.com.
Learn more about your ad choices. Visit megaphone.fm/adchoices
So many of us really lean into trusting the experts in this industry, which is great! But over the last few years, there has been a new level of service that’s been expected and desired from clients. Now we want our financial professionals to go a little bit above and beyond just reconciling the books, to really help us understand and learn from our numbers. That is the biggest gap that we see happening for most business owners. That’s why we want to equip you with the best questions to ask to make sure that you find the right person to work alongside you; not just someone to “do it for you.”
Thank you for listening! Please subscribe, rate and review The Strategy Hour Podcast on iTunes. Ratings and reviews are extremely helpful and greatly appreciated. For show notes, go to thestrategyhour.com.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Feb 2, 2023
Format:
Podcast episode
Titles in the series (100)
630: What's Your Business Retirement Plan?: If you’re a true crime fan and you enjoy a scandalous story about fraud, you’ve definitely spent some time thinking about people who are bigger visioning. These are people who started by looking at the end result, instead of asking themselves what they can do today. While we’re definitely not advocating for crime, we totally believe that there’s great benefit to be had when you consider the big picture of your business! Legacy planning doesn’t mean you’re not invested in your business today; it just means you’re building with the future in mind, and that can only benefit you, both today AND in the long term. We’ve seen people invest so much into their business only to realize that the success of their business rests solely on their ability to keep it afloat. Creating systems, training staff, and starting with the end in mind are all powerful tools to help your business to thrive even once you have made your exit. We’re in the business of hel by The Strategy Hour Podcast: Systems and Marketing for Service Based Businesses with Boss Project