Getting bookkeeping client to upload missing tax invoice in receipt app | Bookkeeper Problems

Getting paperwork from someclients can be like pulling teeth. But here’s some food for thought.

Figure out their communication style because, believe it or not, not everyone loves bookkeeping as much as bookkeepers do.

It’s not their skill set which is why they hired YOU.

Some clients find a scheduled meeting or a phone call can help them focus on getting all the paperwork together.

Don’t just expect to send an email and get a response from every client.

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