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 reports on receivables and payables so owners know who owes what and when.

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About us

We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective

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About our Sponsor

This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper

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Promotion

This video contains paid promotion.

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Disclaimer

The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.