How to Switch to Outsourced Accounting : A step by step guide

BY Ann Whittaker In Outsourced Accounting Services On Nov 26, 2014 With 3 Comments

If you're considering outsourcing your accounting, here's a quick guide about how that switch works and what you'll need to be prepared.

The Steps to Switch to Outsourced Accounting Services

  1. Make a list of things you love AND hate about your current accounting process.
  2. Identify your accounting goals.
  3. Backup your accounting software before you make the switch.
  4. Create access for you new accountants to your accounting software.
  5. Opt for "view only" access for your new accountants with bank accounts and credit cards.
  6. Review your aging reports.
  7. Complete the necessary paperwork provided by your new accountants ASAP.
  8. Provide copies of your last tax return and sales tax return.
  9. Set your new accountants up on any software systems they'll need access to like time-trackers, billing modules, etc.
  10. Make a list of memorized bills, the vendors, how much to pay them and when to pay them.

How to Keep The Business Running During Setup

  1. Don't switch to a new accountant during your busiest time of year. Wait for down time.
  2. Assign someone on your team that works directly with your outsourced accountant.
  3. Try to get the essentials working ASAP with your new accountant.

Download our Complete Guide to Outsourced Accounting Services:

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What to read next:

How Outsourced Accountants Pay Your Bills

How to Tell If You Can Benefit From Outsourced CFO Services



Content Manager at Ignite Spot who climbs mountains on the weekends so she can drink her tea and enjoy the view.

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