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Guidelines : How to Switch Over Outsourced Bookkeeping?

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

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Guidelines : How to Switch Over Outsourced Bookkeeping?

  1. 1. O U T S O U R C E D B O O K K E E P I N G
  2. 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. 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. 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. 5. List out stuff that you like and dislike regarding your 
  6. 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. 7. TAKE A BACKUP OF YOUR ACCOUNTING SOFTWARE JUST BEFORE YOU START
  8. 8. PROVIDE ACCESSIBILITY TO THE ACCOUNTING SOFTWARE
  9. 9. GIVE THE 'VIEW ONLY' ACCESS TO THE BOOKKEEPER OF YOUR ACCOUNTS INITIALLY.
  10. 10. A N A L Y Z E Y O U R O L D R E C O R D S
  11. 11. Finish the documentation
  12. 12. ACQUIRE A BACKUP OF YOUR PREVIOUS TAX RETURN AND SALES TAX RETURN
  13. 13. LIST OUT MEMORIZED BILLS
  14. 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. 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

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