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How bookkeepers create great value for accountants

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The great value a bookkeeper can bring to an accountant.

While there is overlap in their work, meaning the two often get confused, bookkeepers and accountants have distinct roles and responsibilities.

They often work well together, as the work of a bookkeeper plays a part in supporting the work of an accountant.

At Rosemary Bookkeeping, we are experts in bookkeeping, supporting clients across the UK, from small businesses to accountants with bookkeeping and finances.

But what can a bookkeeper do for an accountant?

How bookkeepers help accountants

Bespoke client support

The work of a bookkeeper is to understand the needs of their clients.

Our work is personal and bespoke as we tailor our services to work around what you need.

The relationships we build with our clients can also help us to be the bridge between the small businesses we serve and accountants.

Support with existing clients and workload

It’s not just new clients that a bookkeeper can support accountants with.

A bookkeeper can also help accountants with their existing clients.

If accountants recommend their ‘troubled’ or tricky customers to a bookkeeper like Rosemary Bookkeeping, we can support them with their accounts.

Furthermore, during busy periods like the new tax year, we can support accountants and help with capacity.

Streamlined and easy processes

Bookkeepers also work to tight deadlines and work with accuracy, minimising the back and forth to get things done correctly ahead of deadlines.

Rosemary bookkeepers can do all the monthly and quarterly chasing to ensure the experience is stress-free and smooth for everyone involved.

All Rosemary reports and documents are uniformly formatted, making life a breeze for accountants.

See how a Rosemary Bookkeeper can help you

These are just some ways a bookkeeper can help an accountant derive a higher value from their time and services.

Whether you’re an accountant or a small business, a bookkeeper can help streamline your financial processes.

By contacting the professionals at Rosemary Bookkeeping, you receive personal and expert support on all aspects of bookkeeping.

Find your nearest Rosemary Bookkeeping business to see how we can support you today.

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Stay home, stay connected

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Being on lockdown, stuck in your house, restricted movement, social distancing, whatever you want to call it isn’t easy for a lot of people but luckily for us, in this day and age, we have a wide range of technology at our fingertips to help us stay connected. 

 Staying connected is important for us on a personal level to help keep away the boredom, help keep us motivated and help keep a closer eye on our loved ones that are now out of reach. Video calls are most definitely a great option for keeping in touch with people. 

Staying connected for business is going to be vital for many as more and more people are migrated to home working; getting access to apps, software and resources will help us work effectively and efficiently and well; just make the day easier. 

Here’s a good but not exhaustive list of software and Apps you could try to keep you connected for work and socially. 

Video Calling Software

Facetime – available on your iPhone, iPad or iPod touch and even newer Macbooks 

https://support.apple.com/en-gb/HT204380 Facetime is a nice simple tool to use to video call loved ones but it is also a nice easy option for one to one video meetings. 

WhatsApp – is popular for group chats but also have a video feature where you can video call individual people or groups of people, WhatsApp is available for Android, iPhone on Mac & Windows PC so is very accessible for lots of users 

https://www.whatsapp.com/ 

Zoom – is designed for video conferencing and makes keeping in touch from a personal point of view but is especially handy for business use with several options & plans 

https://zoom.us/ 

Skype – Skype has video conferencing available and you can chat to more than one person at a time and share your screen, this makes it good for personal use but also. Works well for businesses use too 

https://www.skype.com/en/ 

Microsoft Teams – This is more than just a chat or remote meeting solution, Microsoft teams allows you to set up teams, have chats, hold group video calls, share a calendar and share documents within the teams, it is designed for teamwork. 

https://products.office.com/en-gb/microsoft-teams/group-chat-software 

Handling documents 

Big businesses might have fantastic IT resources, but if you are a smaller business it might be harder to manage your documents between your teams.  

I wouldn’t want to suggest one over another but a few options to help you keep running more smoothly are: 

Microsoft teams – as above, it is not just great for keeping in touch, it also has the power to share documents and update them live without the need to email things backwards and forwards. 

Dropbox – This is more of a file-sharing option, you can give authorised people access to a Dropbox folder so you can access the documents within. If you have to work with personal data you will need the business version to help you be GDPR compliant 

https://www.dropbox.com 

Google Drive – This is a file-sharing platform and they have both personal and business packages available 

https://www.google.com/drive/ 

Huddle – a cloud-based project management solution that helps project teams in businesses 

https://www.huddle.com/ 

Receipt Bank – a pre-accounting tool often used by accountants and bookkeepers but can also be used by businesses to log receipts digitally. 

https://www.receipt-bank.com/uk/ 

Smart Receipt – Turns your phone into a receipt scanner and expense report generator with Smart Receipts! You can track receipts and lots more 

https://www.smartreceipts.co/ 

Expensify – claims to be the world’s leading application for expense management, receipt scanning, and business travel. Take a picture of your receipts using SmartScan and go from there 

https://www.expensify.com/ 

 

There are loads of tools out there to help make things just a little easier… all at your fingertips. 

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