At this time of year, we have a choice of two reactions:
- Panic and stay in a place of stress for the next two months or
- Choose to stay calm, plan your day - every day, don’t react to demands of clients and make notes of what needs to be improved for next quarter.
Know it will not be perfect - but that is OK. If you make a note of what is not working and change it during BAS off for next time or even for next EOFY, then each future BAS on or busy period will improve.
In addition to the normal checklists to review, reconcile and report on we also discussed tasks that you can do as a value add for your clients. Making your clients aware that you are a supportive advisor and part of their team by being proactive within their business by offering advice and guidance.
Although we cannot give tax advice many bookkeepers are aware of certain matters that need the tax accountant to be involved in. This is a great opportunity to meet with both client and accountant to discuss these matters as part of a team.
Be kind to yourself and remember you are only human and have only so much to give. Don’t be afraid to say NO. Find ways to relax and enjoy everything you do for your business and your clients or change your ways.
Katrina Aarsman, CEO – Pure Bookkeeping
Article by Katrina Aarsman
Author of Grow, Profit, Exit, mother of two and mentor Katrina Aarsman has been with Pure Bookkeeping since 2018. As spokesperson for Pure Bookkeeping Australia, Katrina uses her role to help bookkeeping businesses in a meaningful way. Along with leading development, implementing goals and upholding values, Katrina is dedicated to staying in touch, on top of trends and issues with the bookkeeping industry. Before Pure Bookkeeping, Katrina built a multi-staffed bookkeeping business that she sold in 2015. Since then she has guided, supported and helped bookkeepers build and grow their businesses. She continues to find new things that inspire her and the people around her. Currently, she is exploring meditation and dreaming of one day living by the water.