
Five signs your business is ready for outsourced Accounting services Accounting
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Sick of doing your own accounting? It might be time to let someone else take care of it for you! Here are five signs it's time to outsource your accounting to the experts
We’ve been operating as a team of chartered accountants for the last 75 years. Our company is well-established, with some of our clients working with us for over 40 years. This is something that we’re really proud of because we’ve been able to form lasting relationships with our clients. As a result, we’ve built up a reputation for being honest, transparent and efficient.
At our accounting firm, each client is designated an individual accountant who handles their account. For larger companies, such as international businesses with multiple branches, we might allocate a team of accountants. This will be led by one main accountant who’ll oversee all procedures. We’ve found that having one main account manager and adviser helps to form long-term relationships with our clients, as they build up trust with their personal accountant.
We use QuickBooks, as we’ve found that it’s one of the most reliable and user-friendly accounting programs. In the past we’ve used Xero and Sage, but personally, we prefer to work with QuickBooks. It’s really helpful in recording and tracking transactions in a way that’s visually appealing and easy for our clients to understand and use. It’s also popular with small businesses, who form a large part of our client base. So many of our clients come to us already with some experience of working with QuickBooks.
based on 187,820 reviews
This is my second year working with Stef and he's been the most responsive professional I've worked with. He has done everything right the first time for my multi-state tax returns. Highly recommend working with Stef.
10 Apr 2025
Working with Kevin from Phlotic was such a pleasure! I had to file my late mother's final tax return, which is an emotional task, and I had been dreading it. When I finally reached out to find a professional I was worried it was late in the tax season to find someone willing to take me on. Kevin was so responsive to my Thumbtack inquiry that he immediately called me, and assured me this was doable. He provided the Phlotic portal to submit and track documents, and even with a delay on my end of finding one last missing form, he was able to process the final return immediately! It took a huge weight off of my shoulder and I felt so comfortable and supported all along. I wasn't sure what working with an out of (my) state tax preparer would be like, but thanks to his fantastic service I am likely to return next year for our own family's tax preparation as well!
09 Apr 2025
This is my second time working with Steph. He is diligent, professional, and works quickly. Even though we are in different states, working with Steph has been easy and, very importantly, pleasant to communicate with.
09 Apr 2025