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How to Hire an Outsourced Bookkeeping Service

By Edited Mar 21, 2016 0 0

benefits of getting these services outsourced

There are a number of horror stories businesses and clients alike have to share when deciding to hire an outsourced bookkeeping service. Having a little knowledge will go a long way in saving you not only time and money, but even your professional career when you need accounting services done. This content is useful in knowing what to look for in the right one for you.

Having the correct person to take care of this most delicate of duties is vital to success. This  is some essential material to help in identifying what you need when you decide to use these amenities. Five important tips summarize where to invest your questions and what answers are correct before making a final decision on who to will get the job done.


This is an enormous issue. There are a number of identity theft encounters occurring with many associations. They take place all over the world and could be harmful to your personal life as well as work.

Know your financial information is secure. When you meet with a person for the job at hand, ask a number of questions to make certain your records stay protected. You should investigate these without actually revealing you are searching for any flaws in how they handle records, their methods or any possible holes in their safeguards. Handling this without making it look like an interrogation is not easy, but certainly possible and necessary. If for nothing else, but your own piece of mind make certain you ask the tough things that need discussing.

Ensure your docs are kept behind lock and key and shredded when no longer needed. Original ones returned to you shows good business practices. Is there a physical security system on the building where they are kept? Even in a private home is there a company monitoring for safety in place? The mail box where things arrive should also be secured.

PCI compliance means credit card details should never be stored where human eyes or even computer hackers are able to get to them. This keeps them out of harm’s way.

Are they bonded for the employees? A signed confidentiality agreement  in place before any work starts is a great move in the right direction. Use any entity with caution and have protective measures in place that make you more comfortable and increase their credibility before any work starts with them.

These are certainly issues no one likes to think about or discuss, but are necessary to make certain what you do for a living will continue to grow and thrive when you use an outsourcing service.


Tech savvy workers are not wanted; you need them today. There are an enormous amount of various electronic devices in the marketplace available for getting the work done faster and easier. There are gadgets which make communicating with the customer easier as well. Does this resource actually use these to their advantage as well as yours? Even if you are not elaborately trained make certain they are very proficient to keep quality and your business credibility at their best.

Tools in place which make collaborating with a client stress free are things like electronic file sharing, QuickBooks online, remote desktop connections, PDF emailing and similar internet tools. A good one will is proficient in all of these and more.

The person you decide to go with should know about these and work with them with a familiarity. Even if you are not tech savvy and they are, they will be able to educate you on how to use these effectively to make connecting with them and doing business easier.


How long has this particular company or person been in the industry? This defines their stability, continuity and availability. Although helping out a new company or professional venture is great, what if they decide this is not for them and they fold within a couple of months? Where will this leave you? This could be harmful to not only their career but yours as well.

Knowing how long they have been in this particular area tells you something about the committment they have to what they do as well as their skill and knowledge level. Although everyone has a first day of work, if this is the first time you are using this type of company you will want someone with more experience. Both of you being novices at this is not always a good thing.

As a customer having someone with a range of experience with a variety of companies could be an advantage or disadvantage depending on what you need. Make certain they are up to the tasks of fulfilling all the duties you need if you have in a variety of work responsibilities in this area for your company.

For an example, if you work with contractors or outsource some sources or tasks they need to  the ability to handle all the different types of financial obligations that come along with your one account. If they only have a focus in one area and are not familiar with several different ones, you could pay the price with failure for your financial future. The same is true if you need the opposite and they are not able to take care of things.


A reputable businessperson will have references you can personally contact. What is the flavor other clients have with their integrity and confidence in this financial accounting service or person? If you are able to connect with them personally, discuss what concerns you may have and you could discover uncertainties they can answer for you.

If their only references are family and friends, you should consider another source for what you need in this area. Although working for family and friends is not unheard of, your mom is always going to say nice things about you regardless of what type of job you actually did. A brother will rarely bad mouth another brother no matter how bad things get. An impartial assessment is necessary for a good investigation.

A connection

Do you feel a personal connection with the person performing your accounting work? This is certainly someone you want to set up a comfort level with because they are dealing with some of the most personal matters of your professional career. Additionally, there are times when you will discuss serious concerns and sensitive subjects. A sense of feeling professionalism or a connection makes these hard issues easier to work and deal with.

In conclusion

These are five great tips for hiring the right bookkeeper for outsourced financing obligations. Having these techniques to guide you in the process will aid in getting the most for your money, keeping your documents from harm, gaining great service and feeling secure with deciding which company you work with to do your accounting duties.



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