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Bookkeeper Radio: EOFY - Deliver the Perfect Set of Books

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EOFY is upon us which typically conjures up all sorts of memories and emotions. Sure it is an extremely busy time of year where we burn the midnight oil and try to cram three month’s work into two.

EOFY is also your time to shine, an opportunity to remind both your client and their accountant of the true value in your bookkeeping services. A key component of that is a quality set of books. Get it right and you will have your client and their accountant singing your praises. Clients and accountants are responsible for most of your referrals so it is imperative you deliver a great EOFY experience and hopefully they become your advocates as a result.

In this episode of BKR we look at the importance of the connection with accountants and garner some useful tips in planning this most busiest of times. We then role our sleeves up and pull apart an accounting file, sharing some tips on delivering the perfect set of books. Kelvin & Peter provide some insights into what accountants are looking for at EOFY and share some tips in delivering just that.

We are also joined by experienced bookkeeper Kerrie Jarius who has kindly consented to share some of her insights into dealing with clients and their accountants at EOFY.

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31 May 2023
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