Overview

This session will walk you through the decision-making process of hiring a bookkeeper. We'll cover the most common signs of when it's time to outsource, how to assess your needs and budget, what to look for in a trustworthy bookkeeper, and how to make the transition smooth. You'll leave with a clearer understanding of how outsourcing can support your growth, and how to know if now is the right time.

Why you should Attend

If you're spending more time sorting receipts than making money, or second-guessing your numbers every month, this session is for you. Learn the signs that it's time to bring in a bookkeeper and how to do it without giving up control or blowing your budget.

If you wait too long to hire a bookkeeper, it could cost you far more in missed opportunities and costly mistakes.

Discover how to confidently decide when to outsource and who to trust, before burnout or bad books take over.

Areas Covered in the Session

• Key signs your DIY bookkeeping is holding you back
  
• How to calculate the cost of doing your books vs. outsourcing
• Common red flags in your financial process
  
• What you don't have to give up when you hire help
  
• The difference between a bookkeeper, an accountant, and a CFO
  
• Questions to ask when hiring a bookkeeper
  
• What a good onboarding process looks like
  
• How to budget and plan for bookkeeping support
  

Who Will Benefit

• Solopreneurs
  
• Freelancers
  
• Coaches and Consultants
  
• Online Service Providers
  
• Self-employed Professionals
  
• Admins/VAs managing finances for clients