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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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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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Accounts and Office Admin & Support Staff are All Rounders

Our course design team were exploring recent job ads for accounting and office administration support and we distilled it down to an alarming fact – most of these jobs want all rounders!

Accounting knowledge in Xero or MYOB is important (mandatory), good skills in Data Entry and Microsoft Office (Word & Excel) is important (mandatory) and communicating via email and the phone is important (mandatory). This job ad in particular for a Sydney based property services business seemed to demonstrate that they were looking for an all rounder.

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One CRM is Streaks ahead for real estate agents and HR managers even when it’s free

I’ve written about CRM’s for real estate agents in the past because they started popping up several years ago and all of a sudden you just need to inquire about a property for sale and you’d be on the “keep warm” segment of the agents mailing list!

I’ve since found a great CRM that is available on a Freemium model and it is built to work right in your email program!