Who to use for Outsourcing Bookkeeping

1,369 Views | 4 Replies | Last: 2 yr ago by KC_Ag14
EvenPar
How long do you want to ignore this user?
Does anyone have any recommendations for a company to use for outsourcing bookkeeping?

I need to either hire one for a full time position (to replace someone) or look into the possibility of outsourcing if I can find a good fit.
LOYAL AG
How long do you want to ignore this user?
Some questions:

1. Does geography matter to you? If so where are you?
2. What are you looking for? Is it just bookkeeping or are you looking for someone that can take the information gathered and use it to help you understand the business better? There's a ton of data here do you need it presented and interpreted in a way that's useful to you? A bookkeeper probably isn't going to be capable of turning all that data into something useful. That's typically above their skill set.
3. If it's borderline full time are there other things that person can do to fill out their plate and justify hiring someone?

I own a company that does exactly this and that's typically where this conversation would start. We've grown a ton and I'm actually slow playing potential new clients until my staff can catch up with their new workload which frees me up to be the solution to question 2.

If you want to chat either about us or just for some advice on how to proceed shoot me an email. Jason@thebeasleygroup.com.
The federal government was never meant to be this powerful.
EvenPar
How long do you want to ignore this user?
Yes it would be pretty much full time. We are considering replacing our current person who's leaving soon by outsourcing. Or we may hire a salary person as well, which I did cross post the job.

I would say this is more accounting and bookkeeping rather than just bookkeeping. Location does not matter if we outsource. We do not need this person to consult or review KPI's. We have an outside agency that handles this.

A short list includes:

A/R Client Statements
A/R Monthly Invoices
Reconcile company credit card expenses
Reconcile Cash Advances for the business
Post payments in QuickBooks Online
Manage Payroll through ADP
Assist with onboard process of new hires:
  • Set up health insurance, vision, dental
  • Set up company retirement through broker
  • Send workers comp form to new hires
Reconcile Stripe transactions
Send to collections
Pull internal company reports
Monitor Petty Cash
Manage W-9s and 1099s
Enter Bills/Invoices into QuickBooks Online
Cut checks for signature and mailout by due dates

laws325
How long do you want to ignore this user?
I have been happy with Flashpoint Advisors out of Spring, TX.
KC_Ag14
How long do you want to ignore this user?
My wife is a bookkeeper for an accounting firm in B/CS. DM if you'd like more info
Refresh
Page 1 of 1
 
×
subscribe Verify your student status
See Subscription Benefits
Trial only available to users who have never subscribed or participated in a previous trial.