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

New Client Requesting On-Site Bookkeeping: Should I Consider Sending an Employee?

Has your Bookkeeping firm ever dealt with dispatching an employee to a client’s location for on-site Bookkeeping services? My company is currently experiencing growth, and up until now, all our operations have been handled remotely. However, a prospective client has expressed a preference for having someone at their site. I’m curious about how to implement this arrangement effectively. Any advice or shared experiences would be greatly valued!

Offering on-site Bookkeeping services by sending an employee to a client’s location can be a significant shift from a remote-based business model. Here are several considerations and insights to help you make an informed decision:

Pros of Offering On-Site Bookkeeping:

Stronger Client Relationships: Being on-site allows for face-to-face interactions, fostering better communication and trust with the client.
Enhanced Understanding of Client Operations: Employees can gain a deeper insight into the client’s business operations, culture, and specific needs.
Immediate Access to Information: Any issues or queries can be addressed in real-time, potentially leading to more accurate and timely Bookkeeping.
Competitive Advantage: Offering onsite services can differentiate your business from competitors who work exclusively remotely.

Cons of Offering On-Site Bookkeeping:

Increased Overhead Costs: You’ll need to account for travel expenses, potential allowances, and possibly higher compensation for the employee working on-site.
Productivity Challenges: An employee might face distractions or inefficiencies when working in a new environment compared to a controlled remote setup.
Resource Allocation: Assigning an employee to an on-site position may stretch your existing resources, especially if your team is small.
Health and Safety Considerations: You’ll need to ensure the on-site environment complies with health and safety standards, especially in the context of ongoing health concerns like COVID-19.

Logistical Considerations:

Insurance and Liability: Ensure that your business insurance covers employees working off-site. Address liability concerns that could arise from accidents or data breaches.
Employment Law Compliance: Make sure you comply with labor laws concerning work location, work hours, overtime, and any other jurisdiction-specific regulations.
Technological Needs: Consider the technology and equipment needed for your employee to work effectively on-site. This might include laptops, secure internet access, or specific software.
Contractual Agreements: Clearly outline the terms of the engagement in a contract, including the scope of work, hours, confidentiality obligations, data security policies, and any on-site protocols.
Training and Support: Prepare your employee with thorough training to adapt to an on-site role, focusing on both the technical aspects of bookkeeping and customer service skills.

Steps to Implement On-Site Services:

Assess Employee Willingness and Suitability: Identify employees who are not only

One response

APAdmin

26 February 2025 at 2:39 PM
Offering on-site Bookkeeping services by sending an employee to a client’s location can be a significant shift from a remote-based business model. Here are several considerations and insights to help you make an informed decision:

Pros of Offering On-Site Bookkeeping:
1. Stronger Client Relationships: Being on-site allows for face-to-face interactions, fostering better communication and trust with the client.
2. Enhanced Understanding of Client Operations: Employees can gain a deeper insight into the client’s business operations, culture, and specific needs.
3. Immediate Access to Information: Any issues or queries can be addressed in real-time, potentially leading to more accurate and timely Bookkeeping.
4. Competitive Advantage: Offering onsite services can differentiate your business from competitors who work exclusively remotely.
Cons of Offering On-Site Bookkeeping:
1. Increased Overhead Costs: You’ll need to account for travel expenses, potential allowances, and possibly higher compensation for the employee working on-site.
2. Productivity Challenges: An employee might face distractions or inefficiencies when working in a new environment compared to a controlled remote setup.
3. Resource Allocation: Assigning an employee to an on-site position may stretch your existing resources, especially if your team is small.
4. Health and Safety Considerations: You’ll need to ensure the on-site environment complies with health and safety standards, especially in the context of ongoing health concerns like COVID-19.
Logistical Considerations:
1. Insurance and Liability: Ensure that your business insurance covers employees working off-site. Address liability concerns that could arise from accidents or data breaches.
2. Employment Law Compliance: Make sure you comply with labor laws concerning work location, work hours, overtime, and any other jurisdiction-specific regulations.
3. Technological Needs: Consider the technology and equipment needed for your employee to work effectively on-site. This might include laptops, secure internet access, or specific software.
4. Contractual Agreements: Clearly outline the terms of the engagement in a contract, including the scope of work, hours, confidentiality obligations, data security policies, and any on-site protocols.
5. Training and Support: Prepare your employee with thorough training to adapt to an on-site role, focusing on both the technical aspects of bookkeeping and customer service skills.
Steps to Implement On-Site Services:
1. Assess Employee Willingness and Suitability: Identify employees who are not only
Log in to Reply