Latest / The Bookkeepers' Podcast
What Should a Bookkeeper Actually Do? Defining Your Basic Service
This episode kicks off a three-part mini-series defining the core service levels for bookkeepers: beginner, intermediate, and advanced. Jo and Zoe focus here on the bare-minimum, beginner bookkeeping service—what you must deliver to confidently charge for your work and meet client expectations. They cover the bookkeeper–accountant boundary, where compliance starts and stops, and the practical steps that form a robust baseline service: validating opening balances, connecting and checking bank feeds, reconciling income (including tills/Stripe/PayPal) and purchases, and delivering snapshot…
The skinny
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