Still accepting new clients! Call (866) 681-2140

What Does an Outsourced Bookkeeper Do?

Picture of George Dimov
George Dimov

President & Managing Owner

Table of Contents

Are You Tax Compliant?

Don’t risk penalties—check now to ensure you're fully tax compliant with the IRS

An outsourced bookkeeper is a professional or firm that manages a business’s financial records remotely. Instead of hiring an in-house employee, many businesses outsource their bookkeeping to reduce costs and ensure accuracy. This approach allows small and midsize companies to maintain organized, compliant, and real-time financial data without expanding their internal staff.

Core Responsibilities

An outsourced bookkeeper’s most important duties will include logging, organizing, and reconciling all financial transactions. This includes identifying, recording, and reconciling all incoming and outgoing transactions, processing invoices, paying and getting paid, and maintaining proper ledgers in accounting software like QuickBooks, Xero, or NetSuite. They want to have and ensure that all transactions are documented and properly allocated for painless reporting and tax compliance.

For most people, bank reconciliation is the most tedious part of bookkeeping, but for the outsourced bookkeeper it is a primary duty. They are the ones to match and compare internal records with the bank statements to catch and resolve discrepancies and to mitigate the risk of errors and fraud. They also handle the accounts payable and receivable to confirm that vendors are paid quickly and client payments are recorded properly.

Reporting and Compliance

Outsourced bookkeepers prepare key financial reports such as income statements, balance sheets, and cash flow statements. These reports help business owners monitor profitability and make informed decisions. They also work closely with accountants or CPAs to ensure compliance with IRS regulations and that all records are ready for tax filing.

Data Security and Confidentiality

Reputable outsourced bookkeeping firms prioritize data protection. They use bank-level encryption, multi-factor authentication, and restricted access controls to secure financial information. Many comply with SOC 2, GDPR, and IRS data security standards . Before partnering with a provider, businesses should confirm that the firm signs a confidentiality agreement and uses encrypted file-sharing systems.

Benefits of Outsourcing Bookkeeping

Outsourcing provides significant advantages such as cost efficiency, access to expert knowledge, and scalability. Businesses save on payroll, training, and overhead while gaining access to professionals familiar with accounting best practices and industry regulations.

Conclusion

An outsourced bookkeeper acts as an extension of your financial team—handling the daily accounting workload so you can focus on growth. With accurate records, compliance assurance, and secure data management, outsourcing bookkeeping delivers both peace of mind and operational efficiency. Start monthly bookkeeping with Dimov Tax; contact us for professional support.


Leave a Reply

Your email address will not be published. Required fields are marked *

Categories

Trending: