As a bookkeeper or accountant, you face a mountain of paperwork daily, and managing it all can often feel like a full-time job. Fortunately, with… The post Five Common Questions About Cloud Content Management Answered appeared first on LedgerDocs ..read more

As a bookkeeper for small business owners, you know how vital accurate expense tracking is for the financial health of your clients business. However, working… The post How Digital Document Management Simplifies Tracking Business Expenses appeared first on LedgerDocs ..read more

As an accountant or bookkeeper, you know how common it is for a small business owner to miss out on valuable tax deductions simply because… The post The Top 5 Canadian Tax Deductions Small Businesses Often Miss (and How Accountants and Bookkeepers Can Help Capture Every Receipt) appeared first on LedgerDocs ..read more

Creating a system for document management is a great way to improve the accuracy and efficiency of your bookkeeping process, but there are a few… The post 5 Common Document Management Mistakes Bookkeepers Should Avoid appeared first on LedgerDocs ..read more

Building a strong rolodex of bookkeeping clients can be challenging. It often takes months of phone calls, follow-ups, and estimates to land a lead. That’s why, as important as it is to build up a client base, it’s equally important to put effort into keeping these clients. Below are a few metrics to keep your eye on when working with your clients to make sure you are retaining as many clients as possible. Periodically Measure Client Satisfaction: Periodically temperature-checking your client’s satisfaction is important to nurturing good client relationships, catching and resolving issues that ..read more

Digitizing bookkeeping documents has become necessary to keep up with modern business document filing standards, however the journey from paper to pixels can be a challenging one. Here are some common struggles faced during this transition and the LedgerDocs solution: 1. Volume and Variety of Documents The Problem: The sheer volume of invoices, receipts, financial statements and tax forms that need to be scanned, uploaded and filed can make this task overwhelming to start. The task of scanning, categorizing, and storing these documents in a digital format could take a significant amount of tim ..read more

If you work with clients, you know that communication is key. But what happens when your clients become unresponsive or “ghosts” us. This is a frustrating, stressful, yet familiar circumstance that we have all faced at one point or another. But we can’t just ignore them back especially when you’re waiting on essential information or approvals. Here are some quick and effective strategies to handle a ghosting client and keep your workflow on track. Stay Professional and Patient First and foremost, don’t let your frustration bleed into how you react. Keep your communication professional, respect ..read more

In recent years there has been a massive emphasis on prioritizing efficiency and sustainability in your business practices. One significant shift that many accounting, bookkeeping, and financial management firms are making is moving towards a more paperless approach to managing their clients files. By digitizing financial documents and introducing automation into data entry and categorization processes, many companies have been able to save time and money, reduce errors, and contribute to environmental sustainability. This guide will do a deep dive into the advantages of going paperless and pr ..read more

In the digital age of information, keeping confidential company information safe is becoming increasingly more important. Concerns about cyber security continue to grow, as more and more reports of data breaches and information leaks from businesses are reported. To safeguard your business and client sensitive information, business owners need to take a more proactive approach to protecting this data. Here are a few strategies to make sure that your digital information and documents remain secure no matter what platform you are using to store this information. 1. Create Strong Password Policie ..read more

As the famous saying goes “ you never get a second chance to make a first impression”. This is especially true when working with clients. How the onboarding process begins, sets the tone for the entire client relationship. From the initial contact to gathering necessary information and setting expectations, client onboarding that has been done with careful planning and attention to detail sets you up for success. 1. Making a Great First Impression and Don’t Be Afraid to Initiate a Call. The client onboarding process begins with your very first interaction with your new client. For most bookkee ..read more