- Leverage virtual WIP meetings and foster clear communication.
Schedule regular virtual Work-In-Progress meetings to ensure your team feels acknowledged and engaged. This maintains accountability and prevents tasks from being overlooked. Implement various types of catch-ups, such as weekly team meetings, one-on-one sessions, and daily stand-ups to meet different objectives.
- Standardize work processes and adopt workflow management tools.
Develop a standardized system for efficient service delivery to clients and to empower team members to work independently. Research and choose the most suitable workflow management and tracking tools for your industry.
- Implement communication and time boundaries:
Set clear accessibility boundaries with both clients and your team. While flexibility may be required due to deadlines or unforeseen issues, having guidelines in place is crucial for maintaining productivity.
- Define expectations, deliverables, and responsibilities.
Clarify your expectations from the team right from the beginning, helping them prioritize tasks and manage their time effectively. Utilize your systems to monitor task status and ensure team members are held accountable.
- Cultivate trust with remote accountants and bookkeepers.
Establish trust with your remote team by implementing systems that provide full visibility over ongoing projects. Focus on tracking progress, learning from experiences, and making necessary adjustments rather than micromanaging.
- Communicate expectations upfront and maintain open dialogue.
Hold initial meetings with your outsourced accounting team to discuss goals, specific responsibilities, and desired reporting. Keep communication lines open and adjust the scope of work as needed to accommodate changes in your requirements.
- Regularly review financials and track key performance indicators (KPIs).
Outsourcing your accounting tasks doesn’t exempt you from reviewing your financials. Regularly examine your company’s financial statements and KPIs to stay informed and make data-driven decisions. Collaborate with your outsourced team to create a dashboard for easy access to vital metrics.