Thinking about switching your company over to an outsourced bookkeeping service, these guidelines will surely help you.

1. O U T S O U R C E D
B O O K K E E P I N G

2. 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

3. 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 .

4. E X A C T L Y W H A T Y O U S H O U L D D O B E F O R E
B E G I N I N G W I T H O U T S O U R C E D B O O K K E E P I N G ?

5. List out stuff that you like
and dislike regarding your

6. 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

7. TAKE A BACKUP OF
YOUR ACCOUNTING
SOFTWARE JUST
BEFORE YOU START

8. PROVIDE ACCESSIBILITY
TO THE ACCOUNTING
SOFTWARE

9. GIVE THE 'VIEW ONLY' ACCESS
TO THE BOOKKEEPER OF YOUR
ACCOUNTS INITIALLY.

10. A N A L Y Z E Y O U R O L D
R E C O R D S

11. Finish the
documentation

12. ACQUIRE A BACKUP
OF YOUR PREVIOUS
TAX RETURN AND
SALES TAX RETURN

13. LIST OUT MEMORIZED BILLS

14. 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

15. 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