What’s Inside?

A complete outsourced bookkeeping onboarding process, step by step:

• The questions to ask before hiring an outsourced bookkeeper, so you are vetting an outsourced bookkeeping provider on evidence rather than promises

• How to confirm SOC 2 compliant outsourced bookkeeping, and what to read in the report beyond the cover page

• A data security checklist for outsourced bookkeeping, covering the FTC Safeguards Rule, your WISP, and IRC Section 7216 consent

• The offshore Social Security number rule, and how to build masking into your workflow

• How to switch bookkeepers without losing data, with a clean records-and-access handover

Who is it for?

Built for US firms planning how to transition to an outsourced bookkeeper without disruption:

• Small-to-mid-sized accounting firm owners and partners

• CPAs and tax professionals

• Practice and operations managers running the transition

It follows US federal rules, with prompts to check the state laws where your clients sit.

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