Handling Past Due Books: Setting Expectations, Additional Pricing, and Client Communication

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

In this solo episode, Alyssa Lang covers a question that was submitted by @vautourgroupllc_accounting on our Instagram account. The question they submitted was, “How do you handle the process to later catch up past months books once you do get the information? What are the expectations, additional pricing and do you resend the financial statements?”

In this episode you’ll hear:

• How to evaluate the ways you request information from clients
• What expectations to set in place with your clients on ensuring information gets to you in a timely manner
• What additional pricing to layer into your services for past due information
• What to do with the financial statements from the past that need to be fixed

Resources mentioned in this episode:

⚙️ Keeper

⚙️ Xenett

💻 Breakthrough for Bookkeepers & Accountants

👩🏼‍⚖️ Linsey Shae Consulting (lawyer I use and recommend) - use code WFQ10 for 10% off services and templates

📄 Bookkeeper Legal Template which provides 4 different services - use code WFQ10 for 10% off

📄 Bookkeeper Bundle Agreement which includes the Referral partnership agreement, Independent Contract Agreement, Website policies, and an NDA - use code WFQ10 for 10% off

⚙️ Content Snare

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For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

💸 Check out Plooto for receiving payments from clients that will save you a TON of money on fees (www.workflowqueen.com/plooto)

Chapters

1. Introduction (00:00:00)

2. Overview (00:02:33)

3. Evaluating Your Information Request Process (00:05:26)

4. Setting Expectations with Clients (00:10:35)

5. Implementing Additional Pricing (00:14:46)

6. Conclusion (00:19:43)