Oct 14, 2026 · 16 min · 7 segments
Scope creep can quietly turn a profitable bookkeeping client into an unprofitable one. In this episode of The Better Bookkeeper Show, Lynn shares how scope creep cost her bookkeeping firm thousands…
Lynn TalbottHost
But I built personal relationships with my clients, and here's where I think scope creep starts for a lot of clients.

You land a client, you do good work, you're trying really hard to, you know, impress them and do everything right, and you want them to trust you, right? The whole reason you're their bookkeeper, y- the whole thing behind bookkeeping is, is trust.

So you encourage them to ask questions, and they'll say, "Hey, I'm thinking about a business loan," or, "I need to go talk to my banker," you know.

"Is my balance sheet, does my balance sheet look good?" And of course, you want to explain to them what the lender is going to be looking for and, um, help them understand how you play a role in that and how you're on their team, right? Or maybe they come to you, "I'm thinking about hiring my first employee.

Talk to me about payroll, or should I do a contractor?" You'll have those type of conversations.

You want them to come to you before they make financial decisions, right? One of the things that I would get frustrated with sometimes as a bookkeeper is I would find out something like a month later that they had purchased some property.

I've been saying, "What's this, you know, what's this expense, this $100,000 [laughs] expense in your books?" And, yeah, you'd find out later that they, they bought something, they bought a piece of property, and you're like, "Well, I, I could've helped you figure this out," or, "I would've liked to have gotten your balance sheet straightened up." But it's nice when you, when they come to you beforehand.

So it feels fine because it's like you're establishing a relationship, so you're, you're good with that.

I, I didn't, at the time, want to be the bookkeeper that sent a $100 bill because my client called to ask me a question, and it could've been out of scope, you know.

Um, that might be what lawyers and CPAs did, but it just felt, um, different, and it didn't feel quite right for me, the way I wanted to build my relationships because I wanted a relationship-driven bookkeeping company.

But also think about your clients grow, right? They grow, change, business grows.

They change, and they add different, you know, bank accounts and things like that, and, um, so you want them to come to you.

But I built personal relationships with my clients, and here's where I think scope creep starts for a lot of clients.

You land a client, you do good work, you're trying really hard to, you know, impress them and do everything right, and you want them to trust you, right? The whole reason you're their bookkeeper, y- the whole thing behind bookkeeping is, is trust.

So you encourage them to ask questions, and they'll say, "Hey, I'm thinking about a business loan," or, "I need to go talk to my banker," you know.

"Is my balance sheet, does my balance sheet look good?" And of course, you want to explain to them what the lender is going to be looking for and, um, help them understand how you play a role in that and how you're on their team, right? Or maybe they come to you, "I'm thinking about hiring my first employee.

Talk to me about payroll, or should I do a contractor?" You'll have those type of conversations.

You want them to come to you before they make financial decisions, right? One of the things that I would get frustrated with sometimes as a bookkeeper is I would find out something like a month later that they had purchased some property.

I've been saying, "What's this, you know, what's this expense, this $100,000 [laughs] expense in your books?" And, yeah, you'd find out later that they, they bought something, they bought a piece of property, and you're like, "Well, I, I could've helped you figure this out," or, "I would've liked to have gotten your balance sheet straightened up." But it's nice when you, when they come to you beforehand.

So it feels fine because it's like you're establishing a relationship, so you're, you're good with that.

I, I didn't, at the time, want to be the bookkeeper that sent a $100 bill because my client called to ask me a question, and it could've been out of scope, you know.

Um, that might be what lawyers and CPAs did, but it just felt, um, different, and it didn't feel quite right for me, the way I wanted to build my relationships because I wanted a relationship-driven bookkeeping company.

But also think about your clients grow, right? They grow, change, business grows.

They change, and they add different, you know, bank accounts and things like that, and, um, so you want them to come to you.
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