Episode 7: Outsourcing Bookkeeping: When & How to Hand Off QuickBooks

Episode Title:

Episode 7: Outsourcing Bookkeeping — When & How to Hand Off QuickBooks

In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davisbreak down one of the biggest growth decisions business owners face: when to stop doing it all themselves and outsource bookkeeping. They explore why entrepreneurs hold onto their books for too long, the hidden costs of DIY bookkeeping, and how outsourcing can free up time, reduce stress, and support smarter financial decisions.

You’ll learn how to recognize the signs that it’s time to delegate, what bookkeeping tasks can be safely outsourced, what should always stay in your control, and how to choose a bookkeeper who fits your business. This episode is designed to help you hand off QuickBooks with confidence — without losing visibility or control.

Key Takeaways

1. Why holding onto bookkeeping too long leads to burnout, errors, and missed opportunities
2. Clear signs it’s time to outsource your books
3. Which bookkeeping tasks you should outsource — and which to keep in-house
4. How to evaluate and choose the right bookkeeper for your business
5. What a smooth QuickBooks hand-off process actually looks like

Questions to Reflect On

1. Is bookkeeping taking time away from revenue-producing work?
2. Do I fully understand my financial reports — or avoid looking at them?
3. What could I do with the time I’d gain by outsourcing bookkeeping?

Mentioned in This Episode

Free 3-Part Quick Start Guide to Getting Started with QuickBooks

Download at: www.leedavisandcompany.com

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Chapters:

1. 00:02 - Introduction to QuickBooks Mastery
2. 04:59 - Outsourcing Bookkeeping: Signs and Benefits
3. 09:48 - Outsourcing Bookkeeping: Essential Tasks to Delegate
4. 15:23 - Choosing the Right Bookkeeper
5. 17:40 - Key Questions to Ask Your Bookkeeper
6. 21:44 - Transitioning to Professional Bookkeeping

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