Outsourcing Checklist

Accounting & Bookkeeping firms like all other businesses thrive to grow. But the competition out there is fierce. Retaining old clients & landing new clients isn’t an easy task. Especially, with the growing client needs. The industry is evolving rapidly. And now clients expect more than simple recordkeeping from their Accountants & Bookkeepers. This is why many firms are starting to consider outsourcing their low revenue-generating tasks like data entry, payroll & reporting so that they can focus on high-value tasks that are core to the growth of their clients.

Downloadable ZIP File:
PDF

• Why Outsource Accounting & Bookkeeping Tasks
• Benefits of Outsourcing to India
• Accounting tasks Accountants & Bookkeepers shouldn’t outsource
• Accounting tasks Accountants & Bookkeepers may or may not outsource
• Who are we?

Excel Checklists:

• Accounts Preparation Checklist
• Bookkeeping Preparation Checklist
• Information Checklist
• Payroll Processing Checklist