Said It Here

How to tell a client their bookkeeper is incompetent

Clients who micromanage and distrust your work often defend disorganized internal staff, making it difficult to point out severe accounting neglect without causing offense. When a bookkeeper is months behind on accounts right before a tight deadline, you have to frame the delay objectively around the timeline and missing records rather than questioning the client's hiring judgment.

What people tried

Every workaround mentioned in the threads below. We haven’t tested any of them — and nobody here is claiming they worked.

  1. 1
    Fire the client and walk away
  2. 2
    Send an invoice and part ways
  3. 3
    Demand deposits upfront
  4. 4
    Use detailed and clear contracts outlining requirements
  5. 5
    Keep prospecting other clients to avoid dependency
  6. 6
    Asking the client to connect the accountant directly with the bookkeeper to get the full picture
  7. 7
    Giving the client an adjusted quote based on the current state of the books with dates for transition and a retainer
  8. 8
    Shoving receipts and unopened bank statements into shoeboxes to drop off at the accountant's office
  9. 9
    Hosting educational webinars
  10. 10
    Allowing employees to use personal or free accounts
  11. 11
    Creating structured onboarding and audit programs
  12. 12
    Telling people to do it themselves if they want it done their way
  13. 13
    Walking away from the problem or telling them to go ahead with their own approach
  14. 14
    Shutting down dismissive behavior by deferring to a colleague's original answer

In their words

Unedited, most upvoted first, each linked to the thread it came from.

How do I politely tell my client their bookkeeper hasn’t kept the accounts up to date in 8 months?source ↗

Ma'am I AM HERE TO DO YEAR END and THE YEAR ENDS IN 7 WEEKS. How do I tell her that her bookkeeper is either super lazy or has no idea what they're doing without implying that she made a bad hire?source ↗

phonyticker37 · r/Bookkeeping · 202 upvotes

I don't know how to deal with him!source ↗

OppositeMany5978 · r/freelance · 172 upvotes

It's wild - with all of the hullaballo regarding AI safety I do feel that clients are somewhat more hesitant.source ↗

SMB's are notoriously cheap - they share licenses and crap like that.source ↗

cokebottle22 · r/msp · 14 upvotes

I do hate when you're hired as the expert, advise the fix and get told "I don't think that's it".source ↗

Turak64 · r/sysadmin · 1 upvotes

Happens to me every day in my Engineer role just because of my gender.source ↗

Hungry_Spray3846 · r/sysadmin · 1 upvotes

It pisses me off when people second-guess me.source ↗

No-Blueberry-1823 · r/sysadmin

Where this came up

People with this problem also raised