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Outsourcing Bookkeeping: What to Keep In-House and What to Let Go

  • Michael Vasey
  • Jul 25
  • 1 min read

Updated: Jul 30

Bookkeeping is important - but it doesn't always need to be done by you. If you're spending more time wrangling spreadsheets than running your business, it might be time to outsource. The trick is knowing what to hand off, and what to keep your eyes on.

Split-screen image showing a female business owner reviewing receipts and writing in a notebook on the left, and a virtual bookkeeper managing financial dashboards on a laptop on the right — illustrating what to keep in-house and what to outsource in bookkeeping.

Why Outsourcing Makes Sense


  • Bookkeepers do this all day - they're faster and more accurate

  • It reduces stress around VAT, tax, and compliance

  • It frees up your headspace for the work only you can do


What to Hand Off


  • Bank reconciliations

  • Expense logging and coding

  • VAT return prep

  • Regular financial summaries


What to Stay Involved In


  • Approving large or unusual costs

  • Understanding cash flow and margins

  • Keeping your business goals aligned with your finances

  • Making sure you still know what's going on


How to Make It Work Smoothly


  • Share logins securely (use a password manager)

  • Set up shared folders for receipts and reports

  • Agree on clear timelines and file naming conventions

  • Communicate - a quick monthly check-in can prevent a lot of issues


Not sure where to draw the line between delegation and detachment? I can help you set up a bookkeeping workflow that makes sense - and keeps you in control without being in the weeds.



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