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A Catch-Up / Rescue Bookkeeping Case Study

Catch-Up / Rescue Bookkeeping – A Case Study

While every bookkeeping job comes with its own set of unique tasks, clients seeking catch-up (or Rescue Bookkeeping) tend to bring with them a host of relatively predictable (if dynamic) issues that you can manage effectively if you are aware of them.

A typical catch-up bookkeeping scenario

Recently we were contacted by the operator of a sole trader business – “Peter” (not his real name), seeking help with his bookkeeping backlog.

Many of the issues he identified are relatively standard in the rescue bookkeeping world. Becoming familiar with them will help you to effectively help your clients in the future.

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Get More Bookkeeping Work from Existing Clients – What to Look For

Clarifying your client’s needs as you get more involved

As a bookkeeping tutor or trainer, just as when you are working as a bookkeeper, you need to make sure that you have a clear understanding of exactly what your client needs are, right from the outset.

Once you have established your client’s precise needs, you are more able to deliver a value for money service, as well as understand fully the parameters of the job.

Or, if your client’s needs go beyond what you’re capable of delivering, with an understanding of what they are after, you can provide direction, and refer them to a colleague within your referral network.

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Understanding Your Clients Needs Because NOT ALL Customers are Ideal

Understanding Your Clients Needs

When speaking with or taking on a new client, it’s important to ask the right questions so that you can be sure that you are the right person for the job, and if not, be ready to refer within your own network.

Asking targeted questions also enables you to develop an understanding of the person you will be working with. Knowing this, you are able to foreshadow (and then plan for and avoid) potential future issues, and focus on the client’s problem areas.

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Catch-up Bookkeeping – Know The Risks for Rescue Bookkeeping

Helping a Business Catch-up with their Bookkeeping has Risks. Here are the risks for Rescue work?

There is no doubt that opportunities are abundant in the world of catch-up bookkeeping. This is because even the most organised among us have at times let things slide when it comes to our businesses money matters.

However, if you are taking on this kind of bookkeeping work, it is important to remember that it can come with some significant risks and pitfalls that you need to identify and plan for.

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Apple Made MYOB Push Essentials to Compete Head On With Xero

Fortnite publisher Epic Games decided to pick a fight with Apple over the fees that Apple earn from apps in their Appstore. MYOB recently made a decision to discontinue their Mac version of accounting software called MYOB AccountEdge because of a change in the iOS software that runs most Apple PC’s. It’s interesting to see the effect that Apple is having on lots of different software companies but for bookkeepers it means one less software program to learn!