Week 7 Day 5 Action Items

Day 5

• [ ] Understand how a professional can bring expertise to your financial management.
• [ ] Identify areas where external assistance might enhance your business operations.

Reflection from Day 3 Questions

Did you identify additional areas where you might need external expertise? If yes, seek assistance from a bookkeeping professional.

Services available from different professionals

• Training
• Review & Recommendations
• Outsourcing

What works best for you and your business? Do you need more training? Prefer someone to review your books and make recommendations? Or are you ready to outsource?

Tasks to Complete

• [ ] Choose the best option for my business at this point in time.
• [ ] Search for a professional offering the support I currently need.
• [ ] (Optionally) Research the additional training I need to complete to be able to DIY my bookkeeping