Working better with bookkeepers and avoiding messy data
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Working better with bookkeepers and avoiding messy data
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Messy data can create big problems for smaller accounting firms. Even with better cloud tools and automation, many firms are still losing time to coding errors, unreconciled accounts, duplicated transactions and unclear handovers between bookkeepers, accountants and clients.
In this episode of Small Firm, Big Impact Express, Natalie Lennon FCA, Founder and Director of Two Sides Accounting, shares practical ways smaller practices can work better with bookkeepers, reduce rework and improve the quality of client data.
You’ll hear why clearer roles, agreed processes, and regular check-ins can make a real difference to efficiency, profitability and client service.
In this episode, we cover:
- Where the accountant-bookkeeper relationship often breaks down
- Why messy data creates workflow, profitability and advisory issues
- How to set clearer roles and responsibilities
- The importance of agreed systems, standards and communication
- Practical steps to prevent year-end clean-up
Resources and further reading:
- Visit the Smaller Practices Centre for general practical tools and guidance
- Learn more about our host here
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