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How Frequently Should I Receive Reports from an Outsourced Provider

November 11, 2024by People First0


An organization requires to get financial statements when they need them. So when you work with an outsourced bookkeeping service, you set the parameters. You say, I would like to see my financials on a monthly basis. I have a client who wants to see her financials weekly. She’s sophisticated enough to be able to get all that information in her system on a weekly basis so we can provide a preliminary, a draft of her financials so she can see where her expenses are, what her cost of goods are, and what her revenue is every week.

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