How to collaborate with your clients

6th Sep 2021
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bokio
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Collaborating with your clients has a lot of benefits when it's done the right way. We take you through different ways you can work together.

Integrated invoicing and expenses

One of the easiest ways to collaborate with your clients is by using integrated accounting software. When accounting software has invoicing and expenses features your clients can use them to help run their business.

You get all the information you need to help do their day-to-day accounting. Plus, regular use of these features will mean there won’t be any stress when it comes to Self Assessment season. All the details will already be there to file the Self Assessment tax return correctly.

Receipt capture apps

Receipt capture apps are another simple solution to collaborate with your clients. Instead of asking them to collect and submit receipts to you, using an app to quickly take a picture and upload it to their accounting software can save time. 

Encourage your clients to get into the habit of uploading their receipts when they get them. It makes it less likely that receipts are forgotten or lost in the run up to submitting a tax return.

Teach them to do the bookkeeping using templates

Some clients might want to get more hands on with their bookkeeping. If this is the case, teach them how to do it themselves. The easiest way is to use a combination of bank feeds and bookkeeping templates. Bookkeeping templates help them to record transactions in the right account, while bank feeds mean all transactions will be imported to their accounting software.

One benefit of teaching clients to do their own bookkeeping is that it will save you time, which you can spend offering high value advisory services instead. 

Encourage them to check reports

Encouraging your clients to check their reports regularly can have benefits for both of you. Your clients will gain insights on their business, while you can build on them to help with strategic advisory. 

Software with automated reports is a great solution. Your clients can check in whenever they want, and you can focus your time on helping them to understand the reports and their financial position.

Make expectations clear

When you collaborate with your clients you need to make it clear which tasks you expect them to complete, and where your responsibilities will end. Set deadlines, send them checklists, and make sure they have all the information they need to get the job done correctly.

Check in regularly

It’s important to regularly check in with your clients, especially when you’re collaborating with your clients on their bookkeeping. Review what their work, check in and ask how it’s going, and see if there is anything they need to make the process go smoother. 

Collaborate using Bokio accounting software

Bokio accounting software offers bookkeeping, invoicing and expenses management. It’s a great solution for collaborating with smaller clients, like small businesses, sole traders and freelancers. Features like bank feeds, bookkeeping templates and automated reporting make it easy to collaborate with your clients.

Bokio helps you save time by using automation, so you can focus on offering high value advisory services.