When to Stop Doing Your Own Bookkeeping (and What Happens When You Outsource)
If you’re still doing your own bookkeeping – between client calls, late nights, and receipt piles – you’re not alone. But at some point, DIY bookkeeping stops being “lean” and starts being a liability.
Download Our Free Brochure →You miss reconciliations. Taxes get delayed. Financial clarity disappears. Worst of all, you stay stuck working in your business, not on it.
In this post, we’ll cover when it’s time to stop handling your books, what outsourced bookkeeping actually looks like, and how RemoteBooksOnline can take the pressure off your plate.
Signs It’s Time to Stop Doing It Yourself
- You’re always behind on your books
You’ve skipped 2-3 months of updates and can’t remember your last reconciliation. - You’re guessing at tax time
Your P&L is outdated, and your accountant requests data you can’t find. - You’re not sure where the money’s going
You see deposits but don’t have visibility on profit, expenses, or ROI. - You’re losing money doing admin work
If your time is worth $100/hour, spending 10 hours on books costs you $1,000/month in lost opportunity. - You’ve outgrown spreadsheets and PayPal exports
More clients, more expenses, and more platforms = more complexity.
What Happens When You Outsource
Outsourced bookkeeping means you stop worrying about:
- Categorizing expenses
- Reconciling bank and credit card accounts
- Fixing messy QuickBooks data
- Generating financial reports
- Scrambling before tax season
At RemoteBooksOnline, we pair each business with a bookkeeping team and CPA reviewer who handle your books monthly – backed by guaranteed accuracy and flat-rate pricing.
What Outsourced Bookkeeping Looks Like
| Step | What Happens |
|---|---|
| 1. Kickoff Call | You walk us through your current setup |
| 2. System Setup | We connect QuickBooks/Xero + bank feeds |
| 3. First Review | We clean/reconcile past months (if needed) |
| 4. Monthly Updates | We handle categorization + reconciliations |
| 5. CPA Review | A licensed CPA reviews reports each month |
| 6. Reporting | You receive audit-ready financials |
It’s bookkeeping – without babysitting.
Test Case: Agency Owner Spending 12+ Hours/Month on Books
A creative agency owner used to spend 3 hours every Friday categorizing transactions, guessing on P&L, and avoiding tax prep until April.
She switched to RemoteBooksOnline, got her books caught up in one week, and now receives monthly CPA-reviewed financials.
Result: She reallocated 12 hours/month to billable client work and made $2,800 more in her first quarter post-outsourcing.
Download Our Free Brochure →FAQs
Will I lose control if I outsource?
No. You’ll receive monthly reports, access to your books, and can request support anytime. We work in your system – not ours.
Do you support QuickBooks and Xero?
Yes – both are supported, along with historical cleanup and system optimization.
Can you catch me up first before starting monthly?
Absolutely. We offer one-time catch-up and cleanup services before transitioning to monthly service.
Is this a good fit for freelancers or solopreneurs?
Yes. In fact, most of our customers started as one-person shops.
What’s the cost?
Pricing starts at $150/month, with no hourly fees or hidden charges.
If you’re behind on your books, our catch-up bookkeeping services can help you get current fast-no stress, no mess.
Curious about cost? Check out our pricing page for transparent rates and customizable bookkeeping plans that fit your needs.
Ready to get in touch? Visit our Contact page to connect with our team and find the perfect bookkeeping solution for your needs.
Stop Doing Your Own Books. Start Getting Clean Financials.
We’ll take it from here – monthly books, CPA-reviewed reports, and no more weekends lost to admin work.
