Insightful Accountant presents Accounting Insiders! Join us weekly for informative episodes that will help improve your accounting firm, keep you updated on the latest technology, and inspire to reach new heights in your business.
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Insightful Accountant presents Accounting Insiders! Join us weekly for informative episodes that will help improve your accounting firm, keep you updated on the latest technology, and inspire to reach new heights in your business.
Outsourcing for Accounting Firms with GKM: Security, Onboarding, and Tax-Season Capacity
Accounting Insiders
35 minutes 7 seconds
1 week ago
Outsourcing for Accounting Firms with GKM: Security, Onboarding, and Tax-Season Capacity
Want to scale your firm without burning out your team? In this episode of the Accounting Insiders Podcast, we talk with GKM about practical offshoring for bookkeeping, tax, and audit support — including security, onboarding, staffing models, and how to be ready before tax season hits.
🎯 What You’ll Learn
💡 When a dedicated resource vs. a pooled team makes sense
💡 Security, access, and client disclosure basics
💡 How firms onboard and integrate weekly huddles
💡 Training, QA review, and peak-season capacity planning
💡 Timelines to be ready before January
Accounting Insiders
Insightful Accountant presents Accounting Insiders! Join us weekly for informative episodes that will help improve your accounting firm, keep you updated on the latest technology, and inspire to reach new heights in your business.
