Sometimes taking one step at a time is the best way to tackle a big task.
We need guidance from our clients so we know how to code expenses. For many, this task can seem overwhelming when you have days, weeks, months or even years of uncategorized expenses to clarify.
We have a client that came to us with a big project. We are helping her go back a few years to straighten out her books. Initially, we would send her reports with a months’ worth of expenses but we were not receiving any feedback. Obviously, this approach was not working.
Our team then decided to send her a smaller amount of unidentified expenses each week. Breaking this up into smaller pieces accompanied by a phone call to review the expenses with the client. Bingo! This was the exact thing needed to get the ball rolling.
Now, the client is able to see that progress being made slowly but surely. She also is able to see the light at the end of the tunnel.
Imagine how great 2018 will be when her books are current all the time!
ZümiFi – we’ve got your back!