Meetings for Introverts: Part Three

If you’re just joining us, I’m in the middle of a series about meetings for the introverted and/or socially anxious among us. To recap, I’m trying to solve three concerns you may have before joining a meeting. I’m going to run into some technical issues that will be embarrassing. I’ll get asked a question that […]

Meetings For Introverts: Part One

Many of us are getting asked to join more remote meetings. Gone are the days when the bookkeeper was tucked away in a back corner of the office, rarely to be seen. Even if the volume hasn’t changed, you might be struggling with running them from your home office. For some of us, meetings and […]

How to Help Your Bookkeeping Client Find an Accountant

As a bookkeeper it’s hard finding clients. Clients who will work with you year after year. It can take a long time to build up trust. After all, we are dealing with their business and their money. Often we’re moving their life savings to and from their accounts each month. If you take on a client who is just getting started, they will often come to you for your advice. It makes sense. Most people work with one or two accountants in their life, if any. Most bookkeepers work with dozens over their career.

This can be tricky. An accountant is a critical position to fill. A really good accountant can be a big factor in your success. A really bad one can cost you a lot of money and steer you in the wrong direction.

Tax Season is Dead…Long Live Tax Season

Well, we’ve finally made it to May 1st. In Canada, yesterday was the deadline for filing your tax returns. For bookkeepers and accoutants in Canada, this is as close to the feeling of the 1st day of summer vacation that we get. No, I’m not taking today off, reading a book by the beach. Actually […]