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#outsourcing

Outsourcing

Outsource bookkeeping and accounting tasks effectively

21 postsView all tags
The CPA Search Now Takes 73 Days: A Small Business Guide to the Accountant Shortage
·mike

The CPA Search Now Takes 73 Days: A Small Business Guide to the Accountant Shortage

Filling a CPA-credentialed role now averages 73 days, 41% longer than non-credentialed roles, while the number of candidates sitting for the CPA exam fell from over 100,000 in 2016 to about 67,000 in 2022. This guide explains what is draining the pipeline, what the shortage costs in fees and delayed closes, and five ways small businesses keep books clean and filings on time without waiting in line for a firm.

cpa
hiring
small-business
Outsourcing Fulfillment to a 3PL: The Inventory Accounting Playbook for E-Commerce Sellers
·mike

Outsourcing Fulfillment to a 3PL: The Inventory Accounting Playbook for E-Commerce Sellers

A 3PL never owns your inventory — it stays on your balance sheet at cost until a customer buys it. Map the fee stack (receiving, storage, pick/pack, returns) to a chart of accounts, post the five journal entries you actually need, reconcile WMS on-hand to your ledger monthly, and apply LCNRV write-downs to aged stock under ASC 330.

e-commerce
inventory
outsourcing
Should Your Small Business Use a PEO? Co-Employment, Costs, and Liability Explained
·mike

Should Your Small Business Use a PEO? Co-Employment, Costs, and Liability Explained

A PEO enters a co-employment arrangement that shares payroll tax and compliance liability with your business — pricing runs $40-160 per employee per month or 2-12% of payroll, and IRS CPEO certification determines whether the PEO fully absorbs federal tax liability.

payroll
employee-benefits
compliance
Your Bookkeeping Firm Just Got Sold. Again. Here's What That Means for You
·mike

Your Bookkeeping Firm Just Got Sold. Again. Here's What That Means for You

Prosperity Partners' July 2026 sale to Lightyear Capital is the third major accounting firm to flip private equity owners in 18 months, and over 1,000 firms worldwide have taken PE money. Here is what an ownership change means for outsourced bookkeeping clients — staff turnover, pricing resets, data migration — and how a portable plain-text ledger keeps your books out of the churn.

bookkeeping
outsourcing
mergers-and-acquisitions
Virtual Assistant Agency Bookkeeping: Contractor Classification, Retainers, and Getting Paid for Every Hour
·mike

Virtual Assistant Agency Bookkeeping: Contractor Classification, Retainers, and Getting Paid for Every Hour

VA agencies face IRS misclassification risk on contractor VAs, must recognize standing-ready vs activity-based retainers under ASC 606, and typically lose revenue to unbilled client hours without real-time time tracking.

bookkeeping
small-business
entrepreneurship
Will AI Replace Your Bookkeeper? What the BLS Data Actually Shows
·mike

Will AI Replace Your Bookkeeper? What the BLS Data Actually Shows

BLS data projects a 6% decline in bookkeeping clerk employment through 2034 while accountant and auditor employment grows 5%, a split driven by AI automating transaction coding and data entry while leaving judgment-based work to humans.

ai
bookkeeping
automation
PEO vs CPEO vs ASO vs EOR: 2026 Small Business HR Outsourcing Guide
·mike

PEO vs CPEO vs ASO vs EOR: 2026 Small Business HR Outsourcing Guide

How small businesses should choose between a PEO, CPEO, ASO, or EOR—covering co-employment mechanics, the FICA wage base restart trap that doubles Social Security tax on a mid-year switch, joint-employer lawsuits under the FLSA and Title VII, and the contract terms to verify before signing.

payroll
small-business
compliance
How Tax Professionals Streamline Client Tax Prep With a Better Bookkeeping Pipeline
·mike

How Tax Professionals Streamline Client Tax Prep With a Better Bookkeeping Pipeline

A practical guide for CPAs and enrolled agents on building a bookkeeping pipeline that delivers tax-ready financials by mid-February — covering client segmentation, in-house vs outsourced models, standardized handoffs, and how plain-text accounting fits in.

tax-preparation
bookkeeping
cpa
Online Bookkeeping vs Traditional Bookkeeper: A 2026 Decision Guide
·mike

Online Bookkeeping vs Traditional Bookkeeper: A 2026 Decision Guide

A 2026 comparison of online bookkeeping services ($150–$500/month flat) and traditional in-person bookkeepers ($400–$1,000/month or $30–$50/hour), with six decision factors—digital vs. paper workflow, communication style, cost predictability, transaction volume, tech comfort, and industry fit—plus common pitfalls and when a hybrid model wins.

bookkeeping
bookkeeping-services
small-business
DIY Bookkeeping vs. Professional Services: Which Is Right for Your Business?
·mike

DIY Bookkeeping vs. Professional Services: Which Is Right for Your Business?

A cost-benefit breakdown of DIY bookkeeping versus professional bookkeeping services—covering real time costs, hidden risks, and a four-question decision framework for small business owners.

bookkeeping
small-business
accounting
Online Bookkeeping Services: A Complete Comparison Guide for Small Businesses
·mike

Online Bookkeeping Services: A Complete Comparison Guide for Small Businesses

A side-by-side comparison of six online bookkeeping services—Pilot, Bookkeeper360, Merritt, CapForge, RemoteBooksOnline, and Maxim Liberty—covering pricing ranges from $75 to $499/month, accounting method, software platform, and five key questions to ask before signing up.

bookkeeping
small-business
accounting-software
How to Hire the Right Bookkeeper: A Complete Guide for Small Business Owners
·mike

How to Hire the Right Bookkeeper: A Complete Guide for Small Business Owners

When your books are months behind and tax season is a scramble, it's time to hire a bookkeeper—but the wrong one costs more than doing it yourself. This guide covers how to choose between freelancers, firms, and remote services; which certifications to require; ten interview questions that reveal real competence; and six red flags to walk away from.

bookkeeping
small-business
hiring
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