Introduction

What happened?

Why it matters

What to do next?

Resources and links

Messy data can create big problems for smaller accounting firms. Even with better cloud tools and automation, many firms are still losing time to coding errors, unreconciled accounts, duplicated transactions and unclear handovers between bookkeepers, accountants and clients. 

In this episode of Small Firm, Big Impact Express, Natalie Lennon FCA, Founder and Director of Two Sides Accounting, shares practical ways smaller practices can work better with bookkeepers, reduce rework and improve the quality of client data.  

You’ll hear why clearer roles, agreed processes, and regular check-ins can make a real difference to efficiency, profitability and client service. 

In this episode, we cover: 
Where the accountant-bookkeeper relationship often breaks down  
Why messy data creates workflow, profitability and advisory issues  
How to set clearer roles and responsibilities  
The importance of agreed systems, standards and communication  
Practical steps to prevent year-end clean-up  

Resources and further reading: 
Visit the Smaller Practices Centre for general practical tools and guidance 
Learn more about our host here 

Messy data can create big problems for smaller accounting firms. Even with better cloud tools and automation, many firms are still losing time to coding errors, unreconciled accounts, duplicated transactions and unclear handovers between bookkeepers,&nbsp;accountants&nbsp;and clients.&nbsp;
In this episode of&nbsp;Small Firm, Big Impact Express, Natalie Lennon FCA,&nbsp;Founder and Director of&nbsp;Two Sides Accounting,&nbsp;shares practical ways smaller practices can work better with bookkeepers, reduce&nbsp;rework&nbsp;and improve the quality of client data.&nbsp;&nbsp;
You&rsquo;ll hear why clearer roles, agreed processes, and regular check-ins can make a real difference to efficiency, profitability and client service.&nbsp;
In this episode, we cover:&nbsp;
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="32" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Where the accountant-bookkeeper relationship often breaks down&nbsp;&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="32" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="2" data-aria-level="1">Why messy data creates workflow,&nbsp;profitability&nbsp;and advisory issues&nbsp;&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="32" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="3" data-aria-level="1">How to set clearer roles and responsibilities&nbsp;&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="32" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="4" data-aria-level="1">The importance of agreed systems,&nbsp;standards&nbsp;and communication&nbsp;&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="32" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="5" data-aria-level="1">Practical steps to prevent year-end clean-up&nbsp;&nbsp;</li>
</ul>
Resources and further reading:&nbsp;
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="7" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><a href="https://www.charteredaccountantsanz.com/member-services/smp-resource-centre">Visit the Smaller Practices Centre for general practical tools and guidance</a>&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="7" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="2" data-aria-level="1"><a href="https://www.twosides.com.au/">Learn more about our host here</a>&nbsp;</li>
</ul>

Need regular small practice updates on the go? Small Firm, Big Impact Express (SFBI Express) delivers essential insights for Chartered Accountants in just 5 minutes. ​ 

Each episode, we bring you the best minds across the accounting industry to share critical regulatory changes, compliance updates and emerging trends that impact you.​  

Whether you are commuting, taking a coffee break, or between client meetings, SFBI Express helps you stay up to date. Listen to find out what’s changed, why it matters, and what you need to do next. 

If you’re looking for deeper conversations and bigger-picture thinking, explore our long-form podcast, Small Firm, Big Impact, where we unpack the ideas and issues influencing the future of smaller practices. 

Need regular small practice updates on the go? Small Firm, Big Impact Express&nbsp;(SFBI Express)&nbsp;delivers essential insights for&nbsp;Chartered&nbsp;Accountants in just 5 minutes.&nbsp;​&nbsp;
Each episode, we bring you the best minds across the accounting industry to share critical regulatory changes, compliance updates and emerging trends that&nbsp;impact&nbsp;you.​&nbsp;&nbsp;
Whether you are commuting, taking a coffee break,&nbsp;or&nbsp;between client meetings, SFBI&nbsp;Express&nbsp;helps you stay up to date. Listen to find out&nbsp;what&rsquo;s&nbsp;changed, why it matters,&nbsp;and what you need to do next.&nbsp;
If&nbsp;you&rsquo;re&nbsp;looking for deeper conversations and bigger-picture thinking, explore our long-form podcast,&nbsp;<a href="https://www.charteredaccountantsanz.com/news-and-analysis/news/podcasts/small-firm-big-impact">Small Firm, Big Impact,</a>&nbsp;where we unpack the ideas and issues influencing the future of smaller practices.&nbsp;