Why Meeting With Your Bookkeeper Monthly Is a Growth Strategy, Not a Chore
👋 Hey, I’m Walt, Welcome to Business, Marketing, & Mayhem - the only newsletter where Business, Marketing, and Coaching collide… in the best way possible.
Thanks for stopping by.
Three times a week, I write about stuff that helps you make more money, whether you’re a business owner, a marketing agency, or a coach looking to level up. Got a topic you’re itching to know more about? Just hit me up - I’m all ears.
Oh, and if you want the exclusive subscriber-only edition (yes, the good stuff), go here:
Too many business owners view bookkeeping as a necessary evil—something to deal with once a year at tax time. But treating it this way leaves opportunity (and money) on the table.
The reality is simple: meeting with your bookkeeper monthly is one of the most effective growth strategies you can adopt.
Here’s why:
1. You Catch Issues Before They Become Crises
Waiting until year-end to review your numbers is like waiting until your engine seizes to check the oil.
A monthly check-in helps you spot problems - cash flow shortfalls, late-paying clients, or rising expenses - while they’re still manageable.
2. Your Goals Stay on Track
It’s easy to set an annual revenue target. It’s harder to hit it without consistent monitoring.
Monthly financial reviews turn vague goals into measurable progress, giving you a clear picture of whether you’re moving forward—or drifting off course.
3. Decisions Become Data-Driven
Should you hire another employee?
Upgrade equipment? Increase your marketing budget?
These are financial decisions first, and your bookkeeper’s insights ensure you make them with confidence instead of guesswork.
4. You Build Financial Discipline
Meeting regularly creates rhythm and accountability.
Instead of scrambling at tax season, you’ll have an ongoing understanding of your business health.
This discipline often separates businesses that struggle from those that grow steadily.
The Bottom Line
Your bookkeeper is more than a record keeper - they’re a strategic partner.
Investing one hour a month with them isn’t a chore. It’s a growth habit.
Action step: Put your next monthly meeting on the calendar and treat it like any other high-value appointment. Your business, and your peace of mind, will thank you.