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How to Hand Off Your Bookkeeping to a New Employee

By MarksNelson on February 20, 2018 in MarksNelson in the News
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CPA Practice Advisor, How to Hand Off Your Bookkeeping to a New Employee, February 12, 2018

Whether you’re hiring a new worker whose responsibilities will include bookkeeping or you’re tapping an existing employee to take over the job, you have to find a way to transfer all your knowledge about your customers and vendors, your products or services, and your overall accounting workflow to someone else. How you do that depends on a few things.

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MarksNelsonView all posts by MarksNelson
MarksNelson LLC works with clients to help safeguard and grow their businesses. Our ultimate goal is to help our clients to Move Forward. The firm provides Assurance, Accounting Services and Business Advisory, Business Valuation, Consulting, Cost Segregation, Employee Benefit Plan Audits, Litigation Support, Forensic Accounting, International Tax, State and Local Tax and Tax planning, advisory and compliance services. MarksNelson is a member of The Leading Edge Alliance, the second-largest international professional association of independently owned accounting and consulting firms, serving clients who need additional resources on a national or international level. MarksNelson has significant accounting and business advisory experience in the auto dealership, construction, insurance, manufacturing, distribution and real estate sectors. The firm was named among the 2014 Best Accounting Firms for Leadership Equity by the 2014 Accounting MOVE Project for its dedication to gender equity.