I had a meeting with a potential client because they weren’t happy with what their bookkeeper was getting done. Within 15 minutes it was obvious that their problem stemmed from the bookkeeper spending too much time creating a very detailed report – a silly report, actually – but a report that the boss had requested.
Rather than start out in precisely the same hole, I told them that this report was the problem, and that the report had to go away if the problem were to go away.
Their response? “Why didn’t Joan tell us that?” After which they offered me the role.
Most often, your staff will try to give you what you tell them you want, whether or not it’s what you need. And since many employers don’t like to be second-guessed, most staff members won’t say anything.
So who do you know who doesn’t know if they know what they’re asking from their staff? They should call Bookkeepers-Plus. We don’t know either, BUT WE’LL FIND OUT and set them straight.