Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

How Solo Bookkeepers Set Vacation Boundaries #lawfirms #legalaccounting #vacation

10 Jul 2026 · 1 min

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In this brief dialogue, two speakers discuss best practices for independent bookkeepers and accountants when taking vacation time. They emphasize the importance of clear, proactive communication with clients about upcoming time off, setting expectations for emergency contact (providing a way to reach the solo practitioner only for true emergencies), and maintaining professionalism by working extra hours before and after the break or even taking work on the road. The speakers note that clients generally respect these boundaries when they are communicated transparently.

Chapters

I think most people though are okay with a bookkeeper taking a week or two off a year. I don't think that's—
If you're an independent bookkeeper or accountant, it's about communication with the client. It's okay to call the client up and say, hey, I'm going to be on vacation at this time. If you're solo and you're on your own and you don't have anybody else to back you up, then you tell them if it's an absolute emergency, you know where to find me, but I will be on vacation. I've never had anybody disrespect that. And in my own life, you guys know I will work extra hard before and after vacation. And then I do take my work with me.