Guide

Transitioning Into Accounting Outsourcing: A Step-by-Step Guide for First Timers

Outsourcing for the first time often raises many questions—about the process, security, candidate selection, and more. While there’s plenty of talk around outsourcing, the specifics can vary from provider to provider. It’s essential to grasp the basics to understand how this partnership will work for your firm.

This guide breaks down the entire outsourcing journey, from selecting the right candidates and transferring data to onboarding, job tracking, and beyond. Dive in to get all your questions about the process answered.

In this guide, you’ll discover:

• The process and challenges of transitioning to outsourcing
• How to structure your first outsourced job
• What to expect from your outsourcing partner
• The costs involved in outsourcing