Sendin Bookkeeping

A great accountant/bookkeeper is typically someone who not only performs the record-keeping for the business and prepares the three financial statements for a business owner, but also sits down with the owner to discuss these statements and helps the owner interpret and understand the information inside the statements.

Consider a doctor-patient relationship. Imagine you are the patient and you get your blood drawn at the doctor's office. When you get your results, how does the doctor deliver the results? Does the doctor hand them to you and walk away, hoping you will understand the results on your own? Of course not! If we, as patients, were to interpret our own results without professional advice, we'd leave the doctor's office worried for our health and unsure what actions to take to get us back inside normal ranges. Instead, the doctor sits down with each patient to outline what looks good, what looks bad, and what actions need to be taken. A great accountant/bookkeeper must do the same for a business's financial statements in order for the owner to rest assured that they know what looks good and what looks bad. Now they can use that information to decide what actions need to be taken.

Getting the most of an accounting software such as QuickBooks is another reason it is so important for businesses to hire bookkeepers certified in certain softwares. QuickBooks, for example, is a cloud-based platform full of many tools to make life more efficient and streamlined for a business owner. These tools can be put to their fullest potential in the hands of a professional, trained user. A user without any training on the tools within QuickBooks will have trouble making a business's operations efficient and will waste more time. In this same way, QuickBooks can be related to a kitchen. A kitchen is a room full of many tools: knives, cutting boards, peelers, colanders, pots, pans, etc. What result can you expect for a dinner when you hire a friend who has not taken any cooking courses and has little experience with those tools? Likely a poor result. If a professional is hired, the dinner result will be a delight! A great accountant/bookkeeper trained and certified in accounting software can produce strong benefits for a business such as time savings, efficiency of workflows, and more valuable information by creating reports within QuickBooks.

I love interacting with my business owner clients the most. Being a bookkeeper, I am a part of a business owner's financial family and building a strong relationship with them is important to me. Knowing that the information I am providing to that owner is helping their business succeed and improve, and seeing the financial numbers prove that is a great feeling. I love that my job improves the lives of others.

Reading the biography of Steve Jobs really changed my perspective on business owners. What I realized is that business owners are not obligated to start their business, give their service, or sell their product. But what I think is usually the reason is they feel they have value to give to the world. Although Apple has changed our world forever and provided us with so much value, small business owners also provide that same value to their community. I think of customer service, and how I feel when I buy from one business owner versus another. The difference is in how they made me feel.

With that in mind, there are many bookkeepers out there, so why should I become one? This was a question I asked myself and I think a question valid for any business owner. My answer is that I felt I could provide value to whoever chose to do business with me. I felt I could make people feel good after doing business with me, and knowing their day/lives would be better because of me was the reason for starting my own business.

My goal is to deliver as much value for a client's money as possible. I do this by providing Unlimited Support (call, text, email for any questions) without hourly billing, and I guarantee a Timely Response within one business day or I provide one free month of services!

Finally, a bookkeeping professional should sit down with their clients at the start of each month to present the financial statements of a client's business to their client. The reason a doctor doesn't send you your lab results in an email without any explanation of their meaning is to minimize any worry you may have and to ensure your understanding. This is the reason why I meet with my clients to discuss their financial statements instead of sending them out in an email. It is all about providing as much value to a business owner as their bookkeeping professional.