The Bookkeeping Blues

You hired a bookkeeper so you could stop worrying about the books — so why does it feel harder than ever? This Launch & Learn is for business owners whose bookkeeping relationship isn't working: reports arrive late or not at all, categories are a mystery, and tax time still feels like a scramble. We break down who does what among bookkeeper, accountant, and CPA (and the service gaps that fall between them), how to set SMART expectations for deliverables and deadlines, feedback frameworks for correcting course without blowing up the relationship, the reports you should expect every month and how to actually read them, and how to tell the difference between a bookkeeper who needs clearer direction and one you need to replace. You'll leave with a practical playbook for turning your bookkeeping from a headache into a decision-making tool.