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

Episode 27 of the Gentle Frog’s Bookkeeping Lily Pad podcast, hosted by Rachel Barnett, titled "Episode Twenty Seven - Navigating Client-Caused Complications in Bookkeeping Projects" was published on March 29, 2024 and runs 13 minutes.

March 29, 2024 ·13m · Gentle Frog’s Bookkeeping Lily Pad

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Summary

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

Episode Description

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