This document provides checklists for accounting and bookkeeping firms considering outsourcing certain tasks. It outlines the benefits of outsourcing low-revenue tasks like data entry and payroll to focus on higher-value work. Checklists are included for accounts preparation, bookkeeping, payroll processing, and information collection. The document encourages firms to download the checklists to help assess which tasks could be outsourced for benefits like reduced costs, faster turnaround, and flexibility.

1. Accounting & Bookkeeping
checklist
Outsourcing checklist for
accountants & bookkeepers
Accounting & Bookkeeping firms like all other businesses thrive to
grow. But the competition out there is fierce. Retaining old clients &
landing new clients isn’t an easy task. Especially, with the growing
client needs. The industry is evolving rapidly. And now clients expect
more than simple recordkeeping from their Accountants &
Bookkeepers. This is why many firms are starting to consider
outsourcing their low revenue-generating tasks like data entry,
payroll & reporting so that they can focus on high-value tasks that
are core to the growth of their clients.
Why Outsource Accounting & Bookkeeping Tasks
Benefits of Outsourcing to India
Accounting tasks Accountants & Bookkeepers shouldn’t
outsource
Accounting tasks Accountants & Bookkeepers may or may not
outsource
Who are we
Excel Checklists:
Accounts Preparation Checklist
Bookkeeping Preparation Checklist
Information Checklist
Payroll Processing Checklist
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Why outsource

Save over 50%
on costs

Faster turn
around time

Focus on core
business

Access to
Experts
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Flexible pricing
models
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needs
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