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OUTSOURCED SERVICES CHECKLIST Consider the below services regularly outsourced by accounting firms. OUTSOURCED SERVICES CHECKLIST Accounting function services Accounting / bookkeeping software setup Accounting / bookkeeping software training Bookkeeping Budgeting Business accounting Business activity statements (BAS) Cashflow forecasts Company / trust / SMSF set-up Company registration for TFN, ABN and GST Corporate secretarial work, including ASIC register updates Financial statement preparation Management and KPI reporting Applicability Payroll processing and services Period end reconciliations and reporting Personal accounting and taxation ITRs SMSF accounting SMSF auditing SMSF bookkeeping SMSF tax returns Tax planning Tax returns Ancillary services - marketing Applicability Article writing for blogs etc. Branding Market research Outbound calls for research etc. SEO services Website design Website hosting Ancillary services - sales Applicability Direct marketing Email campaigns Outbound calls Ancillary services – customer support Help desks Inbound calls Sales support Applicability IT Help desks IAAS – Infrastructure as a service SAAS – Software as a service e.g. bookkeeping, accounting Software development VOIP and telephony Ancillary services – administration Applicability Administration re clients of firms (set-up clients, database management, ATO correspondence etc.) Administration relating to the firm (debt collection, accounts payable etc.) Content management Client service roles (prepare agreements, arranging signing, new entity set-up etc.) Data entry tasks Document processing Personal assistant tasks Reception Ancillary services – operations Applicability Data input Document conversions Document management Process documentation Ancillary services – human resource management Development plans, policy construction Performance review Recruitment Applicability Training Ancillary services – other Applicability Actuarial services Audits, SMSF audits eBusiness advice Enterprise risk advice Executive recruitment / selection for clients Financial planning and investment advice Forensic Insolvency Management consulting services Reconstruction and bankruptcy Succession planning Copyright © CPA Australia Ltd (“CPA Australia”) (ABN 64 008 392 452), 2016. All rights reserved. CPA Australia and the author have used reasonable care and skill in compiling the content of these materials. However, CPA Australia makes no warranty as to the accuracy or completeness of any information contained therein nor does CPA Australia accept responsibility for any acts or omissions in reliance upon these materials. These materials are intended to be a guide only and no part is intended to be advice, whether legal or professional. All persons are advised to seek professional advice to keep abreast of any legal or other reforms and developments.
