Outsourced Bookkeeping Services for Business | GoStravo

Step 1: Identify Your Bookkeeping Needs

Start by reviewing your current bookkeeping workload.

Ask yourself:

• How many transactions do we process each month?
• How often should the books be updated?
• Do we need monthly financial reports?
• Are our books currently up to date?
• Do we need accounts payable or receivable support?
• Which accounting software do we use?

These answers help define the scope of work.

Step 2: Select a Provider

Next, compare potential bookkeeping providers. Look at their experience, services,

software knowledge, communication process, security practices, and client

feedback. Do not choose a provider based only on price. A low-cost service is not

useful if communication is poor or the books require constant correction.

Step 3: Set Up and Onboard

Once you select a provider, the next step is onboarding. This may include sharing