How to Outsource Your Bookkeeping as a Small Business

When you started your business, you probably didn’t realize exactly how many “hats” you’d have to wear to keep it functional. You’re the marketer, HR, strategist, administrator, CEO, and, yes, the bookkeeper.

But, as with any time you outsource, the first step is releasing control and acknowledging you need help. Outsourcing tasks is a slow progression for most — and that’s okay — but it can also help you move your business towards growth.

There are many reasons someone chooses to outsource, but no matter the reason (or reasons) behind it, you’re interested in outsourcing your bookkeeping, and this is the how-to guide to help you do it:

How to Outsource Your Bookkeeping as a Small Business in 2025

The biggest hurdle to overcome in outsourcing your bookkeeping is who to outsource it to. You’re likely looking for another small business or freelance bookkeeper, one who works virtually rather than in-house, and there are thousands of us online.

But what exactly makes them a good fit for you? How do you proceed with hiring a bookkeeper? What should you do beforehand? Here’s what you need to know:

Step #1: Determine Your Needs — And Then Your Budget

You can completely outsource your bookkeeping or get a bookkeeper to set up (or clean up) your books. It’s up to you! While one often has a higher cost upfront (set up and clean up), the other is ongoing management, where you hand off your bookkeeping completely.

Then, based on what you need and want for your business bookkeeping, set a budget you can comfortably commit to. The investment you’ll need to make will depend on the bookkeeper and their specific service package.

Step #2: Research Bookkeepers

This is the most overwhelming part of outsourcing — the research. Think of the qualities that are important to you. For example, do you need someone personable? Do you need someone who is straightforward, or do you work better with someone who can walk you through what you need gently — or a mix of both?

Inquire with bookkeepers in your budget, ask to get on calls, come with your questions, and hire one you really feel comfortable with and trust to work with for a long time.

Step #3: Outsource!

It’s okay if you don’t know exactly what you need when you hire a bookkeeper — that’s the beauty of it. They do, and they’ll tell you. There’s no more guesswork; they’ve got you!

The first month is the most hands-on as your bookkeeper is coming into your account, setting up, and potentially cleaning up. But, after that, it’s mostly hands-off; your bookkeeper does it all.

Are You Ready to Outsource?

Would outsourcing and delegating help you to realize your goals? Would it give you the time, freedom, or peace of mind you need? Would it take away the anxiety and stress you feel around numbers? If yes, then you’re ready to outsource your bookkeeping.

Once you know you’re ready, you can officially start looking for a bookkeeper you can trust to keep your books organized while you focus on everything — anything — else.

Ready to get started? Get in touch, and let’s see if I’m the right fit for you.