3 Things to know before working with Me

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As an entrepreneur and small business owner myself, I had to make various adjustments and mindset changes around hiring experts to assist me to grow my business.

Most often it is a scary road to travel on and many people refrain from hiring or outsourcing support to help them in their day-to-day tasks of managing their business.

This results in staying stuck in a certain mindset, procrastinate on certain goals, and sometimes even causes us to move backward rather than progressing forward.

If you are here, reading this article, you most probably are in the headspace of deciding to hire some support to help you move forward.

I would like to help you get more clarity on how it would be to work with a virtual accountant, someone like me, and hopefully, this will help you to fully prepare for such a journey so you can feel in control and not be left feeling overwhelmed.

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Before you think hiring a virtual accountant is going to magically change your life overnight, consider these 3 things:

1.       There will be a big up-front TIME investment

        • While the focus of a virtual accountant is meant to help offload compliance tasks, implement systems to enhance processes, and help you manage your finances more effectively, they’re human and not machines.
        • For it to be a successful relationship, there will be some serious training required for the virtual accountant to understand your business, your challenges, your requirements, and your specific needs.
        • Your life might get a little more difficult before it gets easier as a result of hiring a virtual accountant.
        • It might also be a slow process before you might see the benefit, it all depends on your current situation and where you want to be, and how quickly you want to get there.

2.       You need systems to make it work

        • Virtual means CLOUD-BASED Technology and this is used to service clients. When you decide to hire a virtual accountant, your systems and processes need to accommodate the functions and basic requirements for the accountant to be as effective as promised.
        • Predetermined systems can be build together, therefore it takes teamwork to be as effective as possible.
        • As every industry is different, so is every business unique in the way certain processes, tasks, and workflows come together. The systems needed will completely depend on the solutions and results you require.
        • Implementing basic solutions should be cost-effective and easy to use, but in some cases, your business might need a customized solution that might end up costing more than your budget allows and this might feel as if you’re spending more than you receive at first.
        • Be prepared to financially invest in your business so you can receive a return on your investments.

3.       Virtual Accountants are more important to your business than you think

        • You might have a preconceived notion that hiring an accountant will be a quick and easy process. After all, they will be handling mostly business finances, right?
        • But the reality is, accountants have far more significant responsibilities and can offer so much more value to your business. Your time is your most precious resource as a leader of your business and if an accountant is worthy, they will help you save more time, resources, and money!
        • Taking the time to find and hire the perfect virtual accountant could be just as important as recruiting a senior management member or partner in your business.
        • Remember, if your accountant is doing a great job, you are going to rely on them quite a bit!

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At the end of the day, your Virtual Accountant’s responsibility is to ensure your business is managed as efficiently as possible, your finances are healthy, and your systems bring a return on investment. Saving your time, money, and resources, helping you to get where you want to be as quickly as possible, and thriving with peace of mind is a significant but scarce attribute.

Focus on this when deciding who to hire!


If you need further advice on what to know before deciding to hire an accountant, or you just need a helping hand to show you how to make the right decisions, do reach out to me for ways on how I can help you move your business forward.

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Hope to see you soon!



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