If your accounting firm is feeling the strain of peak season, this session walks through exactly how outsourced bookkeeping support works in practice — what stays in your control, what gets handed off, and how to keep review and client relationships firmly with your firm.

What We'll Cover

• What tasks can realistically be outsourced without losing control
• How file handoff, review and escalation typically work
• Data security questions every firm should ask before outsourcing
• Open floor for your specific questions

Who Should Attend

Accounting and CA/CPA firm owners and practice managers evaluating outsourced bookkeeping or practice support for the first time.