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Tag: client confidentiality

Outsourcing Accounting Services for Small Business Clients Without Damaging the Relationship

Outsourcing Accounting Services for Small Business

Introduction A three-partner practice with 340 small business clients moves 60 of its bookkeeping files to an offshore team. The trial goes well. Reconciliations come back complete, the year-end files are tidy, and for the first time in months a partner has a free weekend. Then, at a routine accounts meeting, the owner of a […]

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