Bookkeepers: a monthly dashboard and owner memo for your clients
Posted by Daniel · Location-independent
Bookkeepers: a monthly dashboard and owner memo for your clients
You keep the books right. I turn the month's exports (QuickBooks, Sheets, Excel) into a one-page dashboard and a short memo with three or four questions for the owner's review. You keep the client relationship and add a monthly deliverable without extra work on your side. First month's delivery in 72 hours, then a set monthly price.
Bookkeepers: a monthly dashboard and owner memo for your clients You keep the books right.…
Why I’m posting this
A member suggested teaming up with bookkeepers on monthly reports, and I'd like to find one to try it with.
Free public Ideas
Could you share a sample dashboard and memo using dummy numbers?
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