Who’s doing what? For many small businesses, it makes sense for owners or employees to handle some bookkeeping tasks. For example, many of our clients handle their billing.
At ZümiFi, we don’t get fussy about who is doing what. What matters is that the books are clean. What matters is that we are all clear on who is handling each task. What matters is that those task assignments make sense in streamlining the workflow. Finally, it makes sense that our service level is a good fit for the client’s needs and budget.
Our onboarding process with new clients focuses on identifying the bookkeeping tasks required for their business and then specifically detailing who will handle which tasks. We also revisit these tasks periodically with our clients to ensure that we continue to focus on providing just the right amount of services to our clients. So the bookkeeping task assignments do shift. For example, sometimes, a client might grow and hire an Office Manager or Admin who can now take on some of the bookkeeping tasks. Or the business may be growing, and the owner that while they used to have time to do some of the bookkeeping, now they are better served to ask us to take over those tasks, so they are free to market their business and deliver great products/services.
So while bookkeeping is a set structure, and we as bookkeepers love routine and clarity and predictability, we here at ZümiFi also love just partnering with our clients to continuously re-evaluate what is the best fit for their needs NOW.
Identify who is doing what bookkeeping tasks in your business. Is that the right fit for your needs today? Not sure?