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The Expected role of an External Bookkeeper

  • Associate
  • Practice Licence
  • 15 posts
  • # 115654

Hi All,

Sorry if this has been covered in the past but I am just curious...when taking on a new client can I ask what your and their general expectation is of your position as an external bookkeeper. Do you or they expect you to be the full accounts department, take on the accounts email addresses and deal accordingly or is it recognised that as an external bookkeeper you are there as a background entity able to provide them with the financial information but with it being down to them to deal with suppliers/customers, etc.

I currently have an enquiry that on the surface appears to want a full accounts department service raising invoices, taking on the accounts emails, etc and am just wondering if this is actually the norm for most people. 

Thanks in advance for feedback.

  • Fellow PM.Dip
  • Practice Licence
  • 398 posts
  • # 115672

Hi 

 

I would say there is no 'norm' regarding an external bookkeeper.  For some clients I am the accounts department others I just deal with invoicing or credit control.  

 

I would see what the client wants and if you are able to facilitate.

 

Regards

 

Liz



Edited at 21 Sep 2017 04:15 PM GMT

  • Fellow PM.Dip
  • Practice Licence
  • 195 posts
  • # 115677

inncountltd said:

Hi All,

Sorry if this has been covered in the past but I am just curious...when taking on a new client can I ask what your and their general expectation is of your position as an external bookkeeper. Do you or they expect you to be the full accounts department, take on the accounts email addresses and deal accordingly or is it recognised that as an external bookkeeper you are there as a background entity able to provide them with the financial information but with it being down to them to deal with suppliers/customers, etc.

I currently have an enquiry that on the surface appears to want a full accounts department service raising invoices, taking on the accounts emails, etc and am just wondering if this is actually the norm for most people. 

Thanks in advance for feedback.


 More work you do for them the more you can charge them!

There is no set formula, each client is different.

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