What To Do When Your Clients Don’t Get You Everything You Need

In this solo episode, Alyssa Lang covers common issues bookkeepers and accountants face when clients don’t get us documentation and information in a timely manner. She’ll be breaking down some tips and tricks on what to do if that’s the case.

In this episode you’ll hear:

• What to do when clients don’t get you the information you need to complete the work
• How to leverage a project management system to assign tasks to move on
• How to communicate with your clients when things are past due
• How to handle back logged work and the logistics

Resources mentioned in this episode:

⚙️ Magnetic Bookkeeping & Consulting Tech Stack

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com