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Want More Time With Your Customers? Streamline Your Accounting

11 May Want More Time With Your Customers? Streamline Your Accounting

Posted at 11:30h in


by Becky Brown  •  0 Comments

Do you feel stressed when you think about your accounting department? Do you find yourself spacing through conversations with clients because you’re worried about numbers in your head? If you’re a small business owner, you know the challenges connected to accounting services. At KYB, we’re here to help your accounting be more efficient so you have more time with your customers! By streamlining your accounting to be more efficient, you’ll naturally have more time to focus on other things, namely, building relationships with your clients. 

We understand that accounting is not just about crunching numbers. It’s about building trust, finding qualified bookkeepers and certified public accountants, along with learning valuable information from your financial statements.

We have some tips for you to help keep you on track!

1. Be timely.

If your bookkeeping is not up-to-date, you won’t be able to do vital work with the information, like forecasting, or even mundane but important things, like whether you’re going to be able to pay for something or bounce a check. Based on the volume of your business, be as up-to-date as possible, with info like cash flow statements and balance sheets.

2. Be accurate.

This will save you a huge migraine in the long run. In addition to being timely, you need to be accurate. If the info you have is inaccurate, you will not be able to distill any actionable insights from your data. At KYB, we are sticklers for details. We make sure our bookkeeping is accurate.

3. Have a schedule.

If you want timeliness and accuracy, you need a reliable schedule. Through our years of experience, we’ve found that in-house account departments sometimes struggle with this. They know timeliness and accuracy is important, but they don’t always know how to fully bring it about. At KYB, we work directly with our clients and customize the bookkeeping processes and procedures according to their preferences. We commit to being up-to-date and accurate.


Let us help your life be more efficient. At Keeping Your Balance, we care about your success. We’re here for all of your start-up, small business, and professional service firm accounting needs. 



Topics: Blog