Well bookies, what an interesting article that was published yesterday in relation to how accountants should choose bookkeepers to collaborate with …
But the more important question is … what type of accountants should bookkeepers refer to?
All of us in the accounting industry that are switched on to our client’s needs knows that the most influential relationship is between the bookkeeper and a client. After all, the bookie is the person that speaks with the client on a regular basis and establishes the trust and respect. If the bookkeeper does not have a good relationship with the accountant, chances are the client will move on the bookkeepers’ recommendation to an accountant that is a better fit.
Trust and respect is established with clients by good bookkeepers in many ways …
- Competence in what you do
- Knowing the accounting software inside out
- Regular communication
- Prompt follow up of clients queries
- Proactivity to recommend or refer cloud based services to automate procedures
We meet new clients all the time that complain that their current accountant does none of the above. The number one complaint is that accountants do not understand how to use the accounting software chosen by their clients.
So, bookies, it is not even worth listing the obvious credentials such as a public practice certificate and ensuring your accountant is a Registered Tax Agent … use your influence and move your clients to accountants that …
- Communicate with you and your client on a regular basis
- Understand the concept of ‘single ledger’
- Uses and embraces cloud based technology
- Reward the client with lower fees when using an amazing bookkeeper that delivers a clean ledger at year end
- Refers work to bookkeepers and respects the value you contribute to the accounting profession
- Praises and recommends your work
- Empowers and encourages the bookkeeping profession
- Collaborates via social media
We were so impressed to see the collective reaction of the bookkeeping community yesterday – and disappointed to see the lack of tax agents / accountants commenting on these same issues. It just proves to us in the future that the power is with the bookkeepers to guide the clients to the right accountant.
Cheers and great work bookkeepers 🙂