In this episode, Laura Finley, BDR Financial Coach, unravels what Owners need to know about Bookkeepers. Laura utilizes her experience as a Bookkeeper and combines it with her knowledge as a Financial Coach to outline how Bookkeepers and Owners can work better together to create a highly functioning financial team. Laura shares proven solutions she has used to help her clients overcome the common challenges in forging this critical relationship.
(03:16) Bridging gaps with Owners and Bookkeepers, (04:36) Finding the right Bookkeeper, (08:49) Bridging gaps in financials, (12:05) Meeting schedules, (15:04) What Bookkeepers expect from Owners, (17:16) Actions to obtain information, (19:12) Trainings for an entry level bookkeeper, (26:27) Financial coaching is like physical therapy, (28:25) Classic Bookkeeper mistakes, (31:04) Guidelines for transferring information, (34:33) Benefits of a good Bookkeeper, (41:09) What Owners need to know about Bookkeepers, (42:49) Structure in your accounting team
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