When to Outsource Your Bookkeeping & Payroll
As a business grows, so do the responsibilities and the paperwork. Bookkeeping and payroll are two essential functions that keep your company compliant and financially healthy, but they can also be time-consuming, error-prone, and distracting if not managed properly. That’s why many smart business owners turn to outsourcing these tasks to an accounting firm like us.
Cost of Time
If bookkeeping and payroll are eating into time you could be using to serve customers or grow your business, it’s time to rethink your setup. Your hours are valuable. Outsourcing allows you to focus on your zone of genius while experts handle the back office.
Outdated & Inaccurate Books
If you’re constantly behind on your books, or aren’t sure if they’re accurate, it’s a red flag. Late or messy records can lead to poor decision-making, missed deductions, or even IRS trouble. Clean books give you the confidence to make smart financial moves.
No In-House Experts
If you don’t have a bookkeeper or accountant on staff, managing the details yourself can be risky. Outsourcing gives you access to trained professionals without the cost of a full-time hire and ensures you're meeting compliance requirements and tracking your finances properly.
Complex Payroll
Hiring employees or contractors in different states? Offering bonuses, commissions, or benefits? Payroll gets complicated fast. And payroll errors can result in fines or frustrated team members. Outsourcing ensures everything is calculated, filed, and paid correctly, on time, every time.
Taxes, Expansion, & Investors
If you're getting ready for a loan, bringing on investors, or simply want to breeze through tax season, your books need to be spotless. Outsourcing ensures you’re always ready with professional-grade reports, clean records, and financial data you can trust.
Since 2018
3 Easy Steps
Get Your Quote
Once you get a quote using our custom Quote Generator, you’ll be able to fill out our New Client Worksheet, which allows to be more specific about the services you need and what your budget is. If you’d like to one of our CPAs about your quote instead, you can call us to go over your selected services so our team can answer any questions you may have about what our services include or what services would be best for you.
Submit a New Client Worksheet
If you're interested in working with us at B & K Financial, the first step is to submit a New Client Worksheet. This form allows us to gather essential details, including your contact information, the specific services you're interested in, and your monthly budget. By completing this worksheet, we can better understand your needs and ensure we tailor our services to fit your financial goals. Once submitted, our team will review your information and reach out to discuss the next steps.
Schedule Your Onboarding
After you’ve selected your services and set up your billing information, we’ll schedule your onboarding meeting on Zoom. During this session, we’ll go over key details about the services you’ve chosen, discuss any special requests for document uploads if needed, and answer any questions you may have. This meeting ensures a smooth start and gives you a clear understanding of how we’ll handle your tax and accounting needs.
Call Us
Need a More Personal Touch?
Call us and speak with one of our CPAs and let us help answer your tax questions and get you started with a custom service package that’s right for you. Our team can help you decide what services will work best with your budget and your specific needs.
Get a Free Quote
In Less Than 60 Seconds
Get a free quote in as little as 60 seconds using our custom quote generator. Your quote will automatically include any discounts or service fees that may apply to your service selections so what you see is what you get, no hidden fees or extra charges.