Prime Resources Podcast

Prime Resources Podcast


What Owners Need to Know About Bookkeepers

February 23, 2021

In this episode, Laura Finley, BDR Financial Coach, unravels what Owners need to know about Bookkeepers. Laura utilizes her experience as a Bookkeeper and combines it with her knowledge as a Financial Coach to outline how Bookkeepers and Owners can work better together to create a highly functioning financial team. Laura shares proven solutions she has used to help her clients overcome the common challenges in forging this critical relationship.


(03:16) Bridging gaps with Owners and Bookkeepers, (04:36) Finding the right Bookkeeper, (08:49) Bridging gaps in financials, (12:05) Meeting schedules, (15:04) What Bookkeepers expect from Owners, (17:16) Actions to obtain information, (19:12) Trainings for an entry level bookkeeper, (26:27) Financial coaching is like physical therapy, (28:25) Classic Bookkeeper mistakes, (31:04) Guidelines for transferring information, (34:33) Benefits of a good Bookkeeper, (41:09) What Owners need to know about Bookkeepers, (42:49) Structure in your accounting team