In order to help you the best, tell us what kind of business would describe you?

In order to help you the best, tell us what kind of business would describe you?

The New Business Expectations

by | Oct 8, 2020 | 0 comments

In any relationship, whether it be marriage, parent/child, student, or an employee, when we are aware of what the expectations are, we can measure ourselves and do a better job fulfilling those expectations.  With this in mind, as a bookkeeper, what do your clients want and need from you? What are they expecting? 

In most cases, a bookkeeper’s duties and expectations are items such as; recording transactions and posting them to the correct accounts, processing payments, conducting daily banking activities, reconciling reports to third-party records such as bank statements, and lastly, producing various financial reports. 

What responsibilities can you improve on to bring more value to your work? 

Provide a Financial Report

Providing comprehensive financial reports is already on your regular to-do list. But what if you jazzed up that report to something more professional, more beautiful, and included visuals? What if you, at months end, send your supervisor a Reach Reporting financial report?

[dflip id="230735" scrollWheel=false][/dflip]

Reach Reporting prides itself on making it easy for you to provide comprehensive financial reports. In less time than you are already spending, you can send reports full of visual charts, graphs, live text, and metrics that will make your managers squeal with happiness. Just connect, select, and share.

Teach Them to How to Understand the Reports

Make Yourself More Valuable

You have been hired as the bookkeeper because you have worked hard and learned the ins-and-outs of accounting and finances. A skill your manager may not have or have the time to learn. They rely on you to take care of the books, bank accounts, and financial reporting. Because of this, don’t assume they will understand the data you are giving them, or know how to make decisions based on the reports. 

Part of making yourself a more valuable asset to the company is teaching them how to read a financial report.  Teach them what the numbers mean, the data represents, and how to use the reports to make the best possible financial decisions. 

Do you want to learn more about Reach Reporting? We offer a 14-day free trial, so you can spend time in the software and discover the amazing things we can do to exceed your boss’s expectations. 

In order to help you the best, tell us what kind of business would describe you?

Follow Reach Reporting on Social

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Learn More

CPA Clients Know What They Want

CPA Clients Know What They Want

It is becoming less and less acceptable to be a reactive accountant who prepares taxes once a year, producing tedious and confusing financial reports. Your current and future clients want a forward-thinking approach to their financials. 

read more
Knowing Your Company’s Break-Even Point

Knowing Your Company’s Break-Even Point

No matter if your business provides a service or produces and sells a product, you have a break-even point (BEP). Knowing your break-even point will be critical in your success and your ability to make your company’s best financial decision. 

read more

Outreaching the Competition.

We continue to improve our Reach, so you can improve yours.

In order to help you the best, tell us what kind of business would describe you?