A 6-Step Process to Outsource your Paperwork 

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A 6-Step Process to Outsource your Paperwork 

Paperwork is the bane of many a business. Especially paperwork related to bookkeeping.

The good news? It’s possible to outsource that pesky paperwork, allowing you time to do other things with your life.

Here’s my 6-step process:

  1. Make sure your spouse or significant other doesn’t want to look after your paperwork. Chances are, you have someone looking after the paperwork, probably a person who fell into the role when you started. Or maybe it’s you. Whoever it is, make sure he or she genuinely wants to maintain your paperwork.

If not, then:

  1. Find a great bookkeeper. This person needs to be a cloud convert, preferably a “Xero Hero.”
    • He or she needs to know all about the Xero Ecosystem in order to know what programs will help you work smarter rather than harder.
    • He or she should invoice you a flat monthly fee.
    • He or she must be a qualified BAS agent. This means your bookkeeper must have the relevant qualifications and experience. It also means you can claim bookkeeping fees as a tax deduction and you have Professional Indemnity Insurance should something go wrong
    • A bookkeeping business rather than a sole trader is preferable. That way, you’ll have other trained staff that can manage your bookkeeping, if one person leaves or goes on vacation.
  1. Work out which add-ons from the Xero Ecosystem will best suit your needs. (Your “Xero Hero” Bookkeeper should be able to assist with this.)
  2. Discuss with your bookkeeper what specific tasks he or she will manage, like:
  • Training
  • Uploading information
  • Invoicing
  • Managing subscriptions
  1. Get the proper training for tools so you complete tasks effectively (i.e. email receipts to receipt bank).

Lastly (and most importantly!),

  1. Enjoy the process of not being overwhelmed!

If you’re looking for a great bookkeeping business, The Bookkeeper Hub can help. Simply email us at admin@bookkeeperhub.com.au and we’ll get right back to you to set up a time to chat.


Photo credit: carst via VisualHunt / CC BY-NC-ND