Firm GrowthHow to Hire a Bookkeeper, and What the Title Does Not Prove
Hiring a bookkeeper starts with what the title does not prove. See what the AIPB and NACPB credentials require, how to classify the seat, and what to test.
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The Accountably Blog
Guides, comparisons, and playbooks on offshore accounting, tax, and building a modern CPA firm.
Firm Growth
Firm GrowthHow to Hire a Staff Accountant, From the Scope to the First Week
Scope the role, classify it for overtime, set a pay band you can defend, and run the checks federal law requires before your staff accountant starts.
OutsourcingHow to Interview Offshore Accountants When Someone Else Employs Them
Interviewing offshore accountants? The discrimination rules you rely on at home turn on citizenship. Test the writing, and put the rest in the agreement.
OutsourcingHow to Outsource Bookkeeping Without Losing Control of Your Books
Hand the books over without losing control. Seven steps covering the monthly deliverable, system access, IRS authorizations, records and the exit.
Firm GrowthHow to Source Offshore Accounting Candidates, and Who May Lawfully Supply Them
Four routes an offshore accounting candidate can reach you by, which party each one makes you rely on, and the exact document to ask that party for.
OutsourcingHow to Start Outsourcing Accounting: Six Steps, in Order
One of these six steps cannot be taken late. See what has to be signed, who is allowed near your e-file number, and how to grade the first block of work.
AccountingHow to Value a CPA Firm Without Starting From a Multiple
Value your CPA firm on what survives your exit, not a revenue multiple. See what buyers normalize, how the price gets allocated, and what lifts the number.
OutsourcingIn-House Payroll vs Outsourcing: Price the In-House Side First
The IRS publishes what employer payroll reporting costs in hours and dollars. Price your in-house payroll function on it before you read a single quote.
OutsourcingIn-House vs Outsourced Accounting: Decide It on Control, Not on Rate
See which duties attach to an employee, where outsourcing turns back into employment, and how to route work between the two models.
OutsourcingInsurance Accounting Outsourcing Is Two Different Purchases
Insurance accounting outsourcing hides two jobs. See which agency trust and carrier statutory artifacts a remote seat can prepare, and which cannot move.
Firm GrowthIntegrating Offshore Staff Into Firm Culture Starts on Your Side of the Desk
Most culture levers belong to whoever employs the team. See the four your firm still controls, and what to tell your own staff before the seat starts.
AuditInternal Audit Co-Sourcing: The Rules That Decide Who May Do the Work
See which internal audit work your own auditor may not take, what your audit committee must pre-approve, and the one role that stays yours.
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