Many of us are in isolation, either as a personal choice or by local government mandate. If you already have a virtual or remote bookkeeping or accounting practice, this way of working is routine. But for many practitioners, if this is new for you, here are some things to keep in mind. They may seem basic, but in these times anything helps. I know they help me.
1. Stay Safe. Yes, we want our bodies to be healthy and virus-free, but we want our computers and our data to be virus-free as well. Watch out for scammers using fake corona virus links to get you to click into phishing or other malware scams. A recent Forbes article warns about email and text scams.
2. Stay healthy. Remember not to stay in front of the computer for too long. If you can, stand up a bit, sit down a bit, and step away. Rest your eyes once an hour; take a walk; step outside and breathe some fresh air.
3. Stay focused. Working at home provides a lot of distractions, especially if other family members are home too. Try to create a separate work-only space, if you can. Remind family members you are working, and will attend to them during breaks.
4. Get Caught Up. If you do not offer tax services, and your clients aren’t working much, now is a great time to get caught up on industry newsletters, webinars and educational videos. You may even have the time to complete some of the certification exams or CPE courses on your To Do list.
Remember we are all in this strange situation together. Keep up the good work, keep up your spirits and if are with family try enjoy your time with them. Above all, remember to be kind.
Jody Linick is an AIPB Certified Bookkeeper, a QuickBooks® Certified Pro Advisor, and a member of the Intuit Trainer/Writer network. Her company, FitBooks Pro (formerly called Linick Consulting), specializes in remote bookkeeping services for professional services firms using QuickBooks Online. You can find her series of Blog posts here.
Jody Linick, an AIPB Certified Bookkeeper, QuickBooks Certified Pro Advisor and member of the Intuit Trainer/Write Network, heads up FitBooksPro which specializes in helping professional services providers set business goals, and using the tools available in QuickBooks Online, to manage...