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.