What’s a Bookkeeping Blueprint?

If you have met with me for a free consultation or have browsed the site, you may have come across the term bookkeeping blueprint.

What is it? Why is it important? How can it help you?

The What
I brainstormed this term when thinking about the intricate process needed when building out a service agreement with a client. With all the moving pieces of financial management, the term felt right. Payroll, sales tax, bookkeeping, reports and budgets are just a few of the pieces involved when building out your bookkeeping blueprint.

The Why

Knowing what you would like to accomplish when hiring a professional for financial management services is, I’d say, about 50% of the battle. You do not need to be a financial professional yourself to set your goals and determine what you want out of hiring a bookkeeper. When your bookkeeper is aware of your goals, it creates clear expectations of what needs to be accomplished. Clear expectations, open communication and a set of goals is a recipe for a successful partnership with your bookkeeper.

The How

You know what you want, how it will be executed and who is executing it for you. Aspects like timeline, collecting documents and troubleshooting are simplified since the foundation of a detailed service agreement was set at the start. Your happy, your bookkeeper is happy and everyone wins.

By building your bookkeeping blueprint with Mikaesbooks, you can alleviate the burden of managing your financial information but also continue to focus on what you do best. With a commitment to accuracy, efficiency and staying up to date with current practices, Mikaesbooks serves clients in the Greater Orlando area and is available for remote services nationwide. Losing track of your financial information can be costing your business money. By choosing to outsource your bookkeeping tasks, you are making a proactive decision that can improve your operational efficiency and give you a leg up for annual tax preparation with your tax professional.

This blog is for educational purposes only. Mikaesbooks is not a tax advisor or legal professional.