Episode Twenty Seven - Navigating Client-Caused Complications in Bookkeeping Projects

from Gentle Frog’s Bookkeeping Lily Pad · host Rachel Barnett

In this episode of Gentle Frog's Bookkeeping Lily Pad, Rachel Barnett talks about a bookkeeping dilemma: handling a client who messes up their financial records during the course of a cleanup, making it harder for the bookkeeper to finish the project because they’ve just created a bunch of extra work. Rachel gives an example where this happened (to someone else) and discusses possible ways to address this and other scope creep issues. Gentle Frog’s diagnostic review and clean up course: https://courses.gentlefrog.com/offers/AvrZAG8u/checkout 97 & Up — affiliate link & welcome offer: https://www.nerdenterprises.com/a/2147546802/DyoHDAZY How we work and what to expect: https://www.gentlefrog.com/wp-content/uploads/2023/10/2023-Gentle-Frog-Welcome-and-What-to-Expect.pdf My recent video on Rewind backup software: https://youtu.be/OjUpwlDaoHk?si=wcIu3NnNoG6XE_n1 (there are other videos on my YouTube channel) My Facebook group: https://www.facebook.com/groups/gentlefrogsbookkeepinglilypad Wanna chat? Let’s grab Zoom coffee: https://gentlefrog.com/meeting

What this episode covers

In this episode of Gentle Frog’s Bookkeeping Lily Pad, Rachel Barnett talks about a bookkeeping dilemma: handling a client who messes up their financial records during the course of a cleanup, making it harder for the bookkeeper to finish the project because they’ve just created a bunch of extra work. Rachel gives an example where this happened (to someone else) and discusses possible ways to address this and other scope creep issues. Gentle Frog’s diagnostic review and clean up course: https://courses.gentlefrog.com/offers/AvrZAG8u/checkout 97 & Up — affiliate link & welcome offer: https://www.nerdenterprises.com/a/2147546802/DyoHDAZY How we work and what to expect: https://www.gentlefrog.com/wp-content/uploads/2023/10/2023-Gentle-Frog-Welcome-and-What-to-Expect.pdf My recent video on Rewind backup software: https://youtu.be/OjUpwlDaoHk?si=wcIu3NnNoG6XE_n1 (there are other videos on my YouTube channel) My Facebook group: https://www.facebook.com/groups/gentlefrogsbookkeepinglilypad Wanna chat? Let’s grab Zoom coffee: https://gentlefrog.com/meeting

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Episode Twenty Seven - Navigating Client-Caused Complications in Bookkeeping Projects

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How long is this episode of Gentle Frog’s Bookkeeping Lily Pad?

This episode is 13 minutes long.

When was this Gentle Frog’s Bookkeeping Lily Pad episode published?

This episode was published on March 29, 2024.

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Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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