What Does Communication with Your Remote Bookkeeper Look Like?

Poor communication is among the biggest concerns businesses have when outsourcing their books to a remote agency. Business owners who are familiar with the outsourcing process understand that communication between yourself, your staff, and your agency isn’t as convenient as walking across the hall and knocking on an office door. Instead, client-agency communication is contingent upon emails and phone calls which, if not carefully handled, can result in many communication blunders and broken business relationships.

At Two Roads, we believe there is no substitute for good communication, especially when it comes to your finances. It’s important for you to feel comfortable discussing your business with your bookkeeper and you should receive answers to your questions in a timely manner. Because most of the work we do at Two Roads is done remotely, we make intentional communication an integral part of what we do. Here’s how we do it:

We Keep Our Heads Up.

Sometimes, bookkeepers and accountants stay head down crunching numbers and pulling reports so much that they forget to look around and see if the clients whose accounts they are managing are really being served well. At Two Roads, you can expect us to keep our heads up as we work. This means that we’ll answer your emails and return your phone calls in a timely manner to keep you at ease and informed. You might even find a surprise video in your inbox or a “just because” postcard in your mailbox every once in awhile to let you know we’re thinking of you!

We Check In on a Regular Basis.

No business owner should ever have to feel like they’re chasing their bookkeeper for a status update on their account. We make it a point to check in with you on a regular basis to let you know when a goal has been reached, what you can do to reach the next one, and provide other insights on how your business is growing.

We Don’t Just Report, We Communicate.

Without a personal explanation, reports can look like jumbled sheet of color-coordinated numbers and letters. Instead of sending them over for you to decipher by yourself, we’ll schedule a video conference to review them, where you can ask questions and we can provide financial financial feedback on the business goals you’re working towards.

We Keep You Motivated.

It’s very easy to lose your spark when you feel stuck managing the day-to-day tasks of business ownership, especially during a dry season. We take it upon ourselves to keep you motivated by reminding you why you’re doing what you’re doing and showing you how far you’ve come since you opened your doors.

If you’re thinking about outsourcing your bookkeeping, talk to us. We’d love to have a no-pressure conversation to talk about who you are, where you are, and where you’re going. If we can help you get there, we’ll show you how. Contact us online or give us a call at 865-212-0063 to take the first step.


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