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