5 Tips for Getting Ready for Tax Season: A Bookkeeper’s Perspective

5 Tips for Getting Ready for Tax Season: A Bookkeeper’s Perspective


A new year means the countdown for a new tax season begins. Every year, taxes season seems so far away, but before you know it, you are swimming in files that all have to be done urgently. Now could be a great time to tools up for what is to come. For all your bookkeepers out there, this post is designed for you. Bookkeepers Melbourne Bookkeeping Services, was kind enough to share tips on what you can do to avoid drowning during taxes season.


A prepared workflow is key, especially if you’re juggling bookkeeping and taxation statements among multiple staff, says Hilts.

Bookkeepers Melbourne avoids sacrificing things or missing steps having an overview list of the different data, and by traffic monitoring workflow using 17hats, a web software that helps small businesses stay prepared and operate effectively and efficiently.

Evaluate Your Pricing

Last year, I lost lots of time doing follow up for clients who weren’t paying me for this extra work. To remedy this problem, she implemented a value rates model, which features Revenue follow-up as an additional service option for clients. This is actually the first time she’s utilizing this charges model, after acquiring mentorship from value rates guru Ron Baker.

Revise Your Forms

I use forms for everything to keep files flowing and make the majority of my time, who requires forms from clients with rentals properties or smaller businesses.

“I still review everything with an auditor’s eyeball, but these varieties save a lot of time because they’re setup in a way that makes sense for me personally.”

The varieties she uses match her workflow behaviors and are easily understandable by a client.

Limit Unnecessary Appointments

Hilts avoids establishing sessions with clients, unless they are new, before she’s prepared their taxes. She requests that her clients email, email, fax or drop off their information in a dropbox at her office.

“Most people’s fees don’t change year from year that they have to see me to fall off the documents,” says Bookkeepers Melbourne. “Before I carried out this, I spent a complete day just taking telephone calls to book meetings and seeing clients to fall off their taxes.”

To flag any changes, she requests that clients write a note when they post their paperwork, or they’ll be required to answer a questionnaire to find out this. See more here www.bookkeeperco.com.au

Encircle Yourself with Family Support

There’s no denying that as a bookkeeper, tax time is tough for everyone.

“Anybody who does bookkeeping and taxes probably does not have a life, doesn’t rest and doesn’t see their family during tax season,” says Hilts.

Having her family’s support through the occupied season is the main thing, she contributes. To compensate their persistence, she treats them to a nice getaway and some calm time.

How do you plan to plan the upcoming taxes season? Call bookkeepers Melbourne at www.bookkeeperco.com.au