How To Create A Budget For Your Bookkeeping Clients in 2023

In many ways, a good budget spreadsheet is one of the most valuable tools you can provide for your bookkeeping clients.

Is it the most common task you will perform in your bookkeeping business? No, probably not. Most business owners just want the bare essentials. They want their bank account reconciled and a basic set of financial statements so they can hand everything to their accountant at tax time.

Those are not the clients we will focus on today. In fact, I’d argue those are not the clients we should focus on…period.

Let’s focus on the small business owner that wants to know more about their company. They want bookkeeping services that give them a clear picture of the upcoming year. They want to know how their revenue looks and where to reign in their expenses. And, most importantly, they want your expertise to create this budget.

How To Create A Budget For Your Bookkeeping Clients

I’ve spoken before about the tasks that small business owners associate with bookkeepers. These tasks include things like: Bank reconciliations Payroll Simple financial statements As bookkeepers, we can do a lot more to help our clients. In some cases, the business owner just isn’t interested in anything beyond the basics. They see bookkeeping as a […]

5 Creative and New Ideas on How to Save Money for your Business

If you are like me and countless other people, you love your gadgets and you are always looking forward to getting the next one. I currently have my eye on few personal gadgets, but I also need a new laptop for my small business. Acquiring new IT equipment for a business can be expensive and […]

10 Things to Include in Your Budget Spreadsheet

UPDATE: This is a rather old post now. I wrote another post about creating a budget more recently if you’d like to check it out. It’s called How To Create A Budget For Your Bookkeeping Clients. this is a guest post from David Malmborg Creating a spreadsheet is an easy and effective way to make […]