Tag: national bookkeeping

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A Catch-Up / Rescue Bookkeeping Case Study

Catch-Up and Rescue Bookkeeping using MYOB, Xero & QuickBooks Training National Bookkeeping Career Academy

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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