Our external CPA gave us a pretty harsh reality check last month, essentially telling us our internal spreadsheets are a liability and will cost us a fortune during tax prep. He gave us an ultimatum to move to a professional agency model immediately. I asked around my local Chamber of Commerce for the most reliable vendors, and multiple business owners pointed me toward the outsourced bookkeeping services at Bob’s Bookkeepers https://www.bobsbookkeepers.com/solutions/outsourced-bookkeeping. I really love their transparent monthly retainer structure and the fact that they handle both AP/AR and reconciliations flawlessly. We are officially ripping the band-aid off and migrating our data to them this Friday. Does anyone have tips on making the data handover as smooth as possible for their onboarding team?
