EPISODE · May 21, 2026 · 41 MIN
What Makes A Good Bookkeeper (Eps5)
from Small Business Sorted Podcast with Kay & Crystal · host Kay Godfrey & Crystal Petzer
In this candid and practical conversation, Kay and Crystal dive into one of the most misunderstood topics in small business: what actually makes a good bookkeeper.From keeping your books accurate and up to date, to building strong client relationships, to spotting red flags before they become disasters the duo unpack the real traits that separate average bookkeepers from truly great ones.They explore:Why “up to date” isn’t enough accuracy matters more than everHow communication styles (and even DiSC profiles) shape the bookkeeper–client relationshipThe blurred line between admin work vs bookkeeping and why mixing them can cost youThe rise of AI, automation, and tools like Dext, Syft, and Xero’s auto‑reconciliationWhy proactive bookkeepers save businesses and reactive ones cost themThe role of BAS agents vs bookkeepers, and why business owners often misunderstand the differenceReal stories of cashflow surprises, tax debts, and how the right bookkeeper can prevent themWhether you’re a business owner trying to understand your numbers or a bookkeeper wanting to sharpen your craft, this episode is packed with relatable stories, practical insights, and the kind of straight-talking advice Kay and Crystal are known for.shows at the beginning of each episode for 15 seconds Connect with us:Crystal Petzer - https://businessgrowthcoach.com.au/Kay Godfrey - https://upupandaway.net.au/If this episode hits home, share it with a business owner who needs to hear it.
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In this candid and practical conversation, Kay and Crystal dive into one of the most misunderstood topics in small business: what actually makes a good bookkeeper. From keeping your books accurate and up to date, to building strong client relationships, to spotting red flags before they become disasters the duo unpack the real traits that separate average bookkeepers from truly great ones. They explore: Why “up to date” isn’t enough accuracy matters more than everHow communication styles (and...
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What Makes A Good Bookkeeper (Eps5)
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