How to delegate · Bookkeeping and finance
How to delegate bookkeeping
To delegate bookkeeping, give your bookkeeper accountant-level access to your accounting software, a chart of accounts, and rules for recurring transactions. They categorize transactions weekly, reconcile accounts monthly, keep receipts attached, and send a monthly profit and loss summary. Your CPA or accountant keeps tax filing and sign-off.
How to delegate bookkeeping, step by step
1. The SOP outline
- Categorize new bank and card transactions weekly using the rules.
- Attach receipts and chase missing ones.
- Reconcile bank, card, and loan accounts each month.
- Review accounts payable and receivable aging.
- Send the monthly P&L, balance sheet, and notes on anything unusual.
2. Access and tools to set up
- Accountant or bookkeeper user in QuickBooks Online, Xero, or similar.
- Read-only bank feeds; no permission to move money.
- The chart of accounts and categorization rules.
- Contact with your CPA for year-end questions.
3. What good looks like
- Books are current every week, not caught up at tax time.
- Every account reconciles to the statement each month.
- Your monthly reports arrive on a fixed date.
4. Weekly metrics to review
- Uncategorized transactions at week end.
- Accounts reconciled by the monthly deadline.
- Days from month end to reports delivered.
Mini SOP checklist
- Categorize transactions weekly
- Attach and chase receipts
- Reconcile every account monthly
- Review AP and AR aging
- Flag unusual transactions
- Send monthly reports on time
Who to hire for bookkeeping
Bookkeeper. A full-time Bookkeeper from the Philippines is $1,800 a month through Rekruuto. Every hire works your hours, starts within 14 days, and begins with a 1-week trial backed by a replacement or a refund.
Free tool for this handoff
Offshore salary calculator: Compare the fully loaded cost of a local hire for this work with a full-time hire in the Philippines.
Related tasks to delegate
- How to delegate bank reconciliation
Delegate bank reconciliation by giving your bookkeeper read-only bank access and a monthly deadline.
- How to delegate month-end close
To delegate the month-end close, write a close checklist with owners and due dates.
- How to delegate expense reports
Delegate expense reports by routing every receipt to one place, such as a shared inbox or an expense app, and giving your assistant the categories and policy rules.
Questions about delegating bookkeeping
Can a bookkeeper in the Philippines work on U.S. books?
Yes. Bookkeeping in QuickBooks or Xero follows the same process wherever your bookkeeper sits. Your U.S. CPA handles tax returns and filings.
What access should a remote bookkeeper not have?
They do not need permission to move money. Give read-only bank feeds and accountant access to the software, and keep payment approval with you.
Who should I hire to handle bookkeeping?
A full-time Bookkeeper. A full-time Bookkeeper from the Philippines is $1,800 a month through Rekruuto. Every hire is a full-time professional based in the Philippines who works your hours, starts within 14 days, and begins with a 1-week trial backed by a replacement or a refund.
Hand bookkeeping to a full-time hire
Rekruuto places full-time professionals from the Philippines who work your hours. Most roles are $1,800 a month; software developers and AI Implementation Specialists start from $2,500 a month. Candidates pass top 2% vetting, every hire starts within 14 days, and the first week is a trial with a replacement or refund.