New Client Wants On Site Bookkeeping Services – Should I Offer My Employee?

New Client Request for On-Site Bookkeeping: Should I Assign My Employee?

Is there anyone with experience in dispatching an employee to provide on-site Bookkeeping services for a client? As my business expands, we’ve primarily operated remotely up to now. However, a prospective client has expressed interest in having someone on site. I’m seeking advice on how to approach this situation. Any insights would be greatly appreciated!

Offering on-site Bookkeeping services can be a valuable addition to your business offerings, especially if a potential client is interested in such services. Here’s a detailed guide on considerations and best practices for providing on-site Bookkeeping services through your employee:

Evaluate the Client’s Needs

Scope of Work: Understand the specific tasks the client requires (e.g., data entry, invoicing, payroll) and estimate the time commitment.
Frequency: Determine how often the client needs on-site services (daily, weekly, monthly).
Duration: Assess whether it’s a short-term or ongoing need.

Assess Employee Suitability

Experience: Consider an employee with relevant experience and skills.
Trustworthiness: Ensure the employee is reliable, as they will be handling sensitive financial information.
Availability: Check that the employee’s schedule aligns with the client’s needs.

Legal and Logistical Considerations

Employment Laws: Comply with labor laws, including overtime regulations, travel time compensation, and workplace safety.
Insurance: Review your liability insurance to ensure it covers offsite work.
Confidentiality Agreements: Use non-disclosure agreements (NDA) to protect sensitive client information.

Operational Logistics

Travel Logistics: Consider travel time, costs, and whether you will provide transportation or reimburse mileage.
Technology and Tools: Ensure the employee has the necessary equipment (e.g., laptop, software) and access to client systems.
Communication: Establish clear channels for ongoing communication between your team, the on-site employee, and the client.

Setting Clear Expectations

Service Agreement: Draft a contract outlining the scope of work, schedule, deliverables, payment terms, and confidentiality.
Performance Metrics: Define success criteria and metrics to evaluate the service effectiveness.

Client and Employee Support

Training: Provide adequate training to the employee about the client’s systems and expectations.
Problem Resolution: Establish procedures for addressing any issues that may arise on-site.
Regular Check-ins: Schedule periodic reviews with both the employee and the client to ensure satisfaction.

Pros and Cons of On-Site Bookkeeping

Pros:
– Stronger Client Relationship: Direct interaction can build stronger trust and rapport.
– Immediate Access: Problems can be addressed in real-time, improving efficiency.

Cons:
– Cost: Added

One response

APAdmin

25 February 2025 at 8:03 PM
Offering on-site Bookkeeping services can be a valuable addition to your business offerings, especially if a potential client is interested in such services. Here’s a detailed guide on considerations and best practices for providing on-site Bookkeeping services through your employee:

Evaluate the Client’s Needs
- Scope of Work: Understand the specific tasks the client requires (e.g., data entry, invoicing, payroll) and estimate the time commitment.
- Frequency: Determine how often the client needs on-site services (daily, weekly, monthly).
- Duration: Assess whether it’s a short-term or ongoing need.
Assess Employee Suitability
- Experience: Consider an employee with relevant experience and skills.
- Trustworthiness: Ensure the employee is reliable, as they will be handling sensitive financial information.
- Availability: Check that the employee’s schedule aligns with the client’s needs.
Legal and Logistical Considerations
- Employment Laws: Comply with labor laws, including overtime regulations, travel time compensation, and workplace safety.
- Insurance: Review your liability insurance to ensure it covers offsite work.
- Confidentiality Agreements: Use non-disclosure agreements (NDA) to protect sensitive client information.
Operational Logistics
- Travel Logistics: Consider travel time, costs, and whether you will provide transportation or reimburse mileage.
- Technology and Tools: Ensure the employee has the necessary equipment (e.g., laptop, software) and access to client systems.
- Communication: Establish clear channels for ongoing communication between your team, the on-site employee, and the client.
Setting Clear Expectations
- Service Agreement: Draft a contract outlining the scope of work, schedule, deliverables, payment terms, and confidentiality.
- Performance Metrics: Define success criteria and metrics to evaluate the service effectiveness.
Client and Employee Support
- Training: Provide adequate training to the employee about the client’s systems and expectations.
- Problem Resolution: Establish procedures for addressing any issues that may arise on-site.
- Regular Check-ins: Schedule periodic reviews with both the employee and the client to ensure satisfaction.
Pros and Cons of On-Site Bookkeeping

Pros:
– Stronger Client Relationship: Direct interaction can build stronger trust and rapport.
– Immediate Access: Problems can be addressed in real-time, improving efficiency.

Cons:
– Cost: Added
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