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How to Create an Outsourcing Strategy

In order to best pass off your tasks to the outsourcing accounting partner, you need to have a strategy in place. You need to ensure that your global team understands and follows the practices and systems that you developed to ensure that your job is accomplished in an effective manner.

Your accounting and bookkeeping firm may have opted to outsource its operational and compliance duties, so you will now be pondering how to go about putting together an outsourcing implementation strategy. We’re here to inform you exactly what you need to do in order to get started.

Process mapping, process documentation, and client management systems are all part of this process.

Challenges when outsourcing accounting

Time and not having the processes and systems to handle the endeavor are two of the most common challenges once it comes to setting up to outsource.  

While your business will always be busy in some fashion, this should not prevent you from reaping the benefits from outsourcing accounting and the advantages it gives bookkeeping and accounting firm owners.

As your company grows and develops, so should your systems and procedures. “Setup and ignore” isn’t an option here. This article will help you develop your outsourcing accounting implementation strategy.

How to Create an Outsourcing Strategy

Create a process map.

Making a process map may seem like a daunting task at first. It’s easier to handle if you break it down into smaller chunks. Start with the most important tasks that your team must do.

Create a client process map that includes everything from initial contact through continuing communication and also what you provide to clientele.

As soon as you have created a map of your client process, feed it into workflow mapping tools, like Microsoft Visio, or Lucidchart, or Tallyfy, to get a clear picture of the workflow as well as the client’s experience with your firm.

Having completed this, it is time to develop an instructional video and a text set of instructions for each stage of the procedure.

Document the process with the workers.

Provide a workspace or a quiet location in your office for personnel to use to video themselves doing their job. This includes screen recording (capturing their screen while they work) and talking over what they’re undertaking.

Use Loom or Camtasia to record the video, and then hand it off to a freelancer video producer for polishing when recording is complete. You’ll then have a video to help you train.

Make sure you have a transcript of the video after you get the end product, so that you can document the process. Transcription software, like Happyscribe, can be used to transcribe videos.

Create a training library or a client-management system with these steps.

A daily task system that everyone adheres to is the simplest solution to guarantee the uniformity of systems and processes. Slack and Basecamp, as well as client-management platforms like as Salesforce, are excellent tools for accomplishing this.

Do a practice run before launching an outsourced project. Imagine that today is the first day that your job will be accomplished by a global workforce and proceed as if it were so. End-to-end process testing, carried out in conjunction with your outsourced service provider, will ensure that all handovers, processes, and systems are functioning smooth as possible.

For both parties, this is a great way to see how well each duty is being accomplished and to see if there are any issues or misunderstandings.

Final Thoughts.

Your outsourcing accounting rollout preparation may appear daunting at first, but the process can be split up into manageable chunks. In order to develop training videos and documentation, you must first plan out your process. Then, you must ask your team to record their work, and last, you must compile all of this information into libraries or client-management platforms. Your first successful outsourcing project will be under your belt before you realize it!

If you’d like to learn more about outsourcing accounting, please contact us for a free consultation.


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