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How to Find and Create a Successful Relationship with your Bookeeper
Manage episode 282579506 series 2840436
内容由Sarah Delevan提供。所有播客内容（包括剧集、图形和播客描述）均由 Sarah Delevan 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Having a good working relationship with your bookkeeper means accurate, timely financial information and that has a BIG impact on your ability to build a profitable food business.
But, every bookkeeper is not going to be a match for your business and you can’t simply hand over your receipts and access to Quickbooks and walk away from the task.
In this episode of The Good Food CFO podcast Sarah is joined by Erin Lehr, a food industry veteran turned Bookkeeper whose unique experience on BOTH sides of financial reporting offers a realistic look at what it takes to find and build a successful working relationship with your bookkeeper.
Erin is sharing insights into…
- What to look for, key questions to ask + red flags to be aware of when interviewing Bookkeeping candidates
- How to communicate + create clear expectations
- What to expect when you’re getting “up and running” with a new bookkeeper
- Keys to building a great long-term working relationship with your Bookkeeper
- Recommendations to ensure you’re setting yourself up for a successful long-term relationship with your bookkeeper
- How to improve a imperfect relationship with your current Bookkeeper
- Pricing Structures :: The different ways Bookkeepers Charge, and how to choose the one that’s right for your business
MEET ERIN LEHR
Erin Lehr is the owner of KPI Bookkeeping & Consulting. Erin has been bookkeeping since 2011 and started KPI Bookkeeping in 2018.
Prior to that, she spent 17 years managing restaurants and all the numbers that come with them. That meant she was responsible for delivering accurate cost of goods, payroll, accounts payable, profit & loss statements, cash flow & balance sheets to corporate and independent restaurants.
She understands the power of accurate, timely numbers on a business and it’s success.
RESOURCES + LINKS
Download Erin’s Free Guide to Finding the Right Bookkeeper for Your Business
Erin’s Instagram: @kpibookkeeping
Sarah Delevan Consulting Website
Sarah’s Instagram: @sarah.delevan.consulting
Connect with Sarah on LinkedIn
Join the FREE Profitable Food Business Group hosted on Mighty Networks
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