Guides
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Client email reply checklist for bookkeepers
A checklist and the common mistakes to catch before you send a reply to a client's money question: wrong line, stale export, loose promises and missing sources.
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How to answer a client's categorization question
A step-by-step way to reply when a client asks why a transaction was categorized a certain way, with the ledger line quoted and no guesswork.
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Written procedures for a bookkeeping firm
What to put in a bookkeeping firm's written procedures so client questions get consistent answers, and how to word each rule so it can be quoted back.
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