Free Assessment
Should You Outsource
Your Accounting?
Answer 7 quick questions to find out if outsourced accounting could save you time, money, and headaches. Takes about 2 minutes.
Question 1 of 7
Who handles your day-to-day bookkeeping right now?
A dedicated in-house accountant I trust
A part-time bookkeeper, but I still review everything
I'm doing it myself between running the business
It's not really getting done consistently
Question 2 of 7
When was the last time your books were fully reconciled and up to date?
They're current — reconciled through last month
Three to six months behind
Question 3 of 7
Could you produce an accurate P&L and balance sheet right now if a bank or investor asked?
Probably, but it would take a week or two of cleanup
It would be a scramble — not sure I'd trust the numbers
No — we're not set up for that
Question 4 of 7
How do you handle accounts payable, receivable, and vendor payments?
Structured process — bills are tracked, coded, and paid on schedule
Mostly handled, but things slip through the cracks
Reactive — I pay bills when I remember or when vendors follow up
It's a mess — I've missed payments or lost track of who owes what
Question 5 of 7
How would you describe your accounting software situation?
Right-sized platform, properly configured and maintained
We have QuickBooks or similar, but I'm not sure it's set up right
Spreadsheets and bank statements — no real accounting software
We've outgrown our current system but don't know what to switch to
Question 6 of 7
Have you ever been surprised by a tax bill, missed a filing deadline, or found an error your bookkeeper missed?
Never — everything is buttoned up
Once or twice, but nothing major
Yes — it's happened more than once and it cost us
Regularly — I don't fully trust what's being done
Question 7 of 7
If your bookkeeper quit tomorrow, how long would it take to recover?
No disruption — processes are documented and transferable
A few weeks — we'd need to find someone and get them up to speed
Months — everything lives in their head
I am the bookkeeper — so the business stops
