Tips to Establish a Fruitful Relationship with Your Accounting Services Partner


When you choose to outsource accounting and bookkeeping services, you take the first step towards forming a connection with a firm which is not only going to take care of your bookkeeping needs, but will also help you achieve your business goals and drive new business. In this post, we will share 5 surefire tips to help you form a great and successful outsourced accounting relationship. Read on-


Be crystal clear about your expectations and priorities. You should voice them out before hiring a firm offering accounting and bookkeeping services. Share your business strategy, vision and goals and discuss in detail what you expect from them.


As an accounting firm or CPA, the safety of your client’s data is extremely important to you. You must not hesitate to ask them for references and to find out how they meet basic compliance standards. Feel free to ask them about their data encryption, network security and data monitoring policy.

Routine conversations

Routine conversations and check-ins are the key to any successful business relationship. Make sure you have routine conversations scheduled with them so that you are aware of the day to day operations taking place. Share your preferred mode of communication and how they can be reached during the times of crisis.

Review your financial and management reports

Outsourcing accounting and bookkeeping services shouldn’t make you stop reviewing your financial and management records. By reviewing the reports from time to time helps prevent cash-flow and compliance problems. It also helps you make well-informed decisions. You must know that segment wise management reporting is the key here. You can easily analyze the driving aspects through segmentation.

Easy transfer of information through secure channels

We have discussed about the confidentiality aspect earlier in the post. Easy transfer of information through secure channels helps your business a huge deal. Going paperless is the key here. Make sure all documents, receipts and estimates are properly scanned.

Key performance indicators (KPIs)

There is no doubt that outsourcing bookkeeping services can help your business with numbers. Key performance indicators help you identify opportunities and areas of improvement with utmost ease.

Hope you found the post useful. For more information about the benefits of outsourced accounting and bookkeeping services, feel free to get in touch with us.

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