Tips

Decoding Client Engagement: Types of Bookkeeping Clients You’ll Encounter

In business, every client brings a unique approach, level of involvement, and set of financial goals to the table. Since launching my bookkeeping business two years ago, I’ve had the chance to work with a variety of clients. Some see bookkeeping as a basic necessity, while others value it as a key tool for growth …

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Bookkeepers and 1099 Forms: Should They Prepare IRS Documents for Clients?

I belong to a couple of bookkeeping communities on Facebook. We discuss everything from tech issues to getting more clients to pricing services to pep talks on staying the course. Starting sometime in December, I would say that 85 to 90 percent of the discussions were in response to questions about 1099s(and its sister form, …

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9 Ways Bookkeepers Can Ease Tax Preparer Frustrations

“Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.” ~ Benjamin Franklin Let’s face it. No one likes taxes. They don’t like tax season and they don’t like paying them. But as the saying goes, it’s …

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