guidelines : how to switch over outsourced bookkeeping?
Post on 11-Apr-2017
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O U T S O U R C E D B O O K K E E P I N G
GETTING YOUR ORGANIZATION PREPARED
TO APPOINT AN
OUTSOURCED BOOKKEEPING FIRM
IS NOT REALLY TOUGH
AS REALLY AS
YOU MAY THINK.
# F A C T S A B O U T O U T S O U R C I N G
HOW MUCH TIME WILL IT TAKE TO GET
BEGIN?
Y O U N E E D T O P R E P A R E Y O U R B O O K S
B E F O R E A P P R O A C H I N G T H E M , O T H E R W I S E ,
I T W I L L T A K E A L O N G T I M E .
I T I S A L L D E P E N D O N Y O U R C A L L .
EXAC T L Y WHA T YOU SHOU LD DO BE FOR E
BEG I N I NG WI TH OUTSOURC ED BOOKKE EP I NG ?
List out stuff that you like and dislike regarding your
What do you wish to
benefit from their services?
BOOKKEEPING OBJECTIVES
SPECIFY YOUR
1 2 3 4
Do you need a greater
reporting process?
The best way to monitor
revenue or profits?
When you target your top-of-the-line objectives first, you may maintain the expectations gap.
SERVICES PROCESS REVENUE GOAL
TAKE A BACKUP OF
YOUR ACCOUNTING
SOFTWARE JUST
BEFORE YOU START
PROVIDE ACCESSIBILITY TO THE ACCOUNTING SOFTWARE
GIVE THE 'VIEW ONLY' ACCESS TO THE BOOKKEEPER OF YOUR ACCOUNTS INITIALLY.
ANALYZE YOUR OLD
RECORDS
Finish the
documentation
ACQUIRE A BACKUP OF YOUR PREVIOUS TAX RETURN AND SALES TAX RETURN
LIST OUT MEMORIZED BILLS
WHAT CAN YOU
OUTSOURCE
IN
BOOKKEEPING?
SET UP WORK TRACK OF
FINANCIAL RECORDS
MANAGEMENT OF BASIC
LEDGER
INVOICE TRANSACTIONS (DATA
ENTRY)
INPUTTING OF BANKING
DETAILS
ALLOTTING THE ITEMS TO THEIR
CORRECT ACCOUNT HEADS
LISTING OF BANKING ACCOUNT
AND CREDIT CARD RECORDS
BANKING ACCOUNT AND
CREDIT CARD RECONCILIATION
MONTH-END OR EVEN YEAR-
END CLOSING
A D D R E S S : 3 0 W A L L S T R E E T , 8 T H F L O O R N E W Y O R K , N Y 1 0 0 0 5 - 2 2 0 5 W E B S I T E : W W W . C O G N E E S O L . C O M
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