Accountant meeting with clients.

Successful bookkeepers … must know some basic accounting!

In a series of articles, Firm of the Future asked several bookkeepers “What kinds of skills and experience do you need to be a successful bookkeeper for your clients?”

Here’s what Pat Hartley of Accounting on the GO said:

A successful bookkeeper must know some basic accounting – a basic understanding, along with some basic business knowledge will contribute to a successful relationship with the business and the bookkeeper. Having stated expectations at the very beginning of the engagement will also enhance the experience.

Get the latest to your inbox

Get the latest product updates and certification news to help you grow your practice.

By clicking “Submit,” you agree to permit Intuit to contact you regarding QuickBooks and have read and acknowledge our Privacy Statement.

Thanks for subscribing.

Relevant resources to help start, run, and grow your business.

Looking for something else?

Get QuickBooks

Smart features made for your business. We've got you covered.

Tax Pro Center

Expert advice and resources for today’s accounting professionals.

QuickBooks Support

Get help with QuickBooks. Find articles, video tutorials, and more.

How can we help?
Talk to sales 1-800-497-1712

Monday - Friday, 5 AM to 6 PM PT

Get product support