Tasks You can Outsource Besides Bookkeeping and Accounting

tax docs on desk

From CPAs to POS Systems to Payroll providers, professional bookkeeping services can refer you to resources that will fit for your business.

Based on our wide network of professionals, BookWerksTM can help you find affordable assistance with:

  • strategic planning,
  • internal processes,
  • organizational structure,
  • forecasting,
  • software integration and
  • taxes.

We consider our clients partners, because when you win, we win. We will always provide any assistance you need, even if we do not have the skills to help directly.

Getting a referral from BookWerksTM is like asking a trusted colleague who they use for the kind of help you need.

No- or Low-Cost Help for Small Businesses

The US Small Business Administration is a good resource for inexpensive advice when planning, launching, managing or growing your business. They offer help with the following:

  1. Market research and competitive analysis
  2. Writing a business plan
  3. Calculating startup costs
  4. Establishing credit
  5. Funding your business
  6. Applying for licenses and permits
  7. Getting business insurance
  8. Buying an existing business or franchise
  9. Staying legally compliant
  10. Buying assets and equipment
  11. Strengthening your cybersecurity
  12. Preparing for emergencies and recovering from disasters
  13. Expanding to new locations
  14. Merging and acquiring businesses
  15. Becoming a federal contractor

Roles it Makes Sense for Small Businesses to Farm Out

Here are some of the services, in addition to bookkeeping (and accounting at tax time), that many small businesses outsource. It is often less expensive to use outsiders for these tasks than to do them in-house.

You and your staff should focus most of your energy on service existing customers, finding new ones and strategizing how to grow.

Sales and Marketing

An outside marketing firm can help you grow quickly. They can take advertising, marketing communications, PR and social media off your plate. Additionally, these firms can help you develop creative ideas and strategies you may not have considered.

If your company doesn’t have the staff or skills to call potential clients or design sales funnels to move clients through the sales process, outsourcing can put these tasks in the hands of experts.

IT

You can outsource to a managed service provider or work with a firm that offers on-demand assistance to handle any tech issues or initiatives.

Administration

Virtual assistants (VAs) are common for solopreneurs and entrepreneurs. VAs can assist with all sorts of tasks, including website content changes and email management.

Customer Experience (CX)

For companies that interact with customers mostly over the phone or digitally, outsourcing your CX to a professional call center or chat service can be highly valuable. Before letting the outside firm take the first customer call, provide clear instructions.

Manufacturing, Shipping and Logistics

Many product makers/sellers choose to outsource manufacturing. The U.S. still holds an 18 percent market share in global manufacturing. So you could potentially keep your operations nearby.

You can have your manufacturer or a separate drop shipping service handle shipping and handling. This is a popular option for ecommerce sellers.

HR

The most common type of outsourcing in HR is to work with a recruiting service to bring in qualified candidates. You can also outsource

  • training,
  • benefits administration,
  • payroll and
  • time and attendance

as well.

The bookkeepers at BookWerksTM are always glad to help small business and franchise owners find the help they need to thrive professionally and personally. Reach out any time you need a referral for outsourcing.