Bookkeeping Outsourcing - How To Get Started

Outsourcing of business processes has acquired afoundation of an outsourcing process, optimum care
strategic importance in every company's menu,should be taken while drafting it. An outsourced
particularly in this scenario of economic slowdown andbookkeeping contract should cover the following areas:
escalating cost. But more than the decision itself, what> Minimum service levels.
matters most in outsource of critical functions like> Security of data
accounting is "How to get started"?>Roles and Responsibility of both the parties.
The following "best practices" should be taken into>Pricing.
consideration to ensure a better launch for the>Staff to be deputed, skill levels, hours of work etc.
company in outsourced bookkeeping process:>Exit Strategy.
1) Deciding on what to outsource: The key precursor4) Smooth Transition: A smooth transition process is
to enter into an outsourcing arrangement is to knowthe key to a successful outsourcing process. A
which aspect of the bookkeeping process needs todetailed project plan by both the vendor and the
be outsourced. Bookkeeping is a complex job andcustomer should be prepared outlining a list of known
involves much aspect. Companies can outsourceissues, assumptions, constraints, risk factors,
process like account receivable, account payable,identification of personnel, assigning of responsibility etc.
reconciliation or the entire of bookkeeping process.Proper and secure method of data transfer and clear
Chief factors those should facilitate decisions are sizeservice delivery models should be developed.
and stability of the process, availability of resourcesCompanies need to open a two way communication
and skill and the savings company expect to garner.process to minimize mistakes that are bound to occur
2) Finding a reliable service provider: The mostin the beginning stages. In the initial stages, the
important aspect of the entire process is to locate theoutsourcing relationship needs time and attention. It is
service provider. The simplest way to find offshoreessential for the sake of advantage of both the
service providers is to go for search engine or relativeparties to manage the relationship as a partnership, not
online directories. Once a prospective vendor isas a company-vendor contract.
located, time and efforts should be spent in checking5) Evaluation of results: On the completion of a project,
their credentials. The process involves speaking to thea careful evaluation should be done for assessing
vendors, finding out about their management, checkingwhether outsourcing the bookkeeping project is
on the references provided by the vendor etc. It isproving feasible for the company. A proper evaluation
very important to establish that both the servicewill also dig out possible pitfalls in the outsourcing
provider and the company share the same corporateprocess. And steps can be taken to improve it.
culture. Companies that are culturally compatible viz.Off shoring of bookkeeping has it own advantage but
share the same ideals and goal is like to be morea company should always practice caution and
successful in eking out a long term outsourcingpatience from selection of partner till the execution of
relationship.an assignment to make the entire process suit to its
3) Contract Finalization: At the heart of everyneed . By following the afore mentioned guidelines a
outsourcing deal is a contractual agreement thatcompany can get better start into the process and
defines how the client and the supplier will workdefinitely experience better outsourcing results.
together Since the documentation of contract lays the