Episode 901 – The Rules of Successful Roles-Part 2
The Next Most Important Role
Tasks for a Scheduler
The Role of Bookkeeper
Just like every other role, the first part of the job of a bookkeeper is understanding the rules which are your core values. The result is to have accurate profit and loss statements by the 5th of the month for your review. Get payroll hours and data to the payroll processing company and entered them properly within Quickbooks. If the accounts receivable aren’t getting paid, at that point the only job the bookkeeper has is to call and ask the client if they’d like to update their payment information to continue services. If they give a lot of excuses or say no, you simply stop cleaning for them. There is no emotion involved. Your bookkeeper doesn’t need to be a debt collector. They should also never be giving you business advice.
Final Takeaway: Each role has very clear results and expectations. For best results, be very clear on what those are then let those people take responsibility for their jobs.
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