Summary
In this episode, Sonja Jones discusses the topic of whether or not a bookkeeper should be responsible for organizing receipts. She shares a story about a conversation she had with a cashier at a tire shop who asked her if she was doing her bookkeeper's job by organizing receipts. Sonja explains the role of a bookkeeper and emphasizes the importance of clear communication between the CEO and the bookkeeper. She also highlights the need for written contracts and the dangers of making assumptions about the services provided by tax preparers and bookkeepers.
Takeaways
- Bookkeepers are not just responsible for data entry, but also for analysis and organization of financial information.
- Clear communication between the CEO and the bookkeeper is crucial for a successful working relationship.
- Written contracts should outline the services provided by the bookkeeper and the expectations of the CEO.
- Assumptions should not be made about the services provided by tax preparers and bookkeepers.
- Bookkeepers rely on the CEO to inform them about income, expenses, and any changes to payroll and bill pay.
- Bookkeepers analyze financial reports to identify any abnormalities or cash flow issues.
Chapters
00:00 - Introduction and Background
01:35 - The Question: Am I Doing My Bookkeeper's Job?
07:51 - Avoiding Assumptions About Services
09:17 - The CEO's Responsibilities
13:31 - The Bookkeeper's Responsibilities
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