Ready to Outsource? How to Know When It's Time to Hire a Bookkeeper

April
16
2026 (Thursday)
Time 10:00 AM PDT | 01:00 PM EDT
Duration: 60 Minutes
85 Days Left To REGISTER
Id: 211098
Instructor
Stacy Luft 
Live
Recorded
Live + Recorded
Refund Policy

Overview

This session will walk you through the decision-making process of hiring a bookkeeper. We'll cover the most common signs of when it's time to outsource, how to assess your needs and budget, what to look for in a trustworthy bookkeeper, and how to make the transition smooth. You'll leave with a clearer understanding of how outsourcing can support your growth, and how to know if now is the right time.

Why you should Attend

If you're spending more time sorting receipts than making money, or second-guessing your numbers every month, this session is for you. Learn the signs that it's time to bring in a bookkeeper and how to do it without giving up control or blowing your budget.

If you wait too long to hire a bookkeeper, it could cost you far more in missed opportunities and costly mistakes.

Discover how to confidently decide when to outsource and who to trust, before burnout or bad books take over.

Areas Covered in the Session

  • Key signs your DIY bookkeeping is holding you back
  • How to calculate the cost of doing your books vs. outsourcing
  • Common red flags in your financial process
  • What you don't have to give up when you hire help
  • The difference between a bookkeeper, an accountant, and a CFO
  • Questions to ask when hiring a bookkeeper
  • What a good onboarding process looks like
  • How to budget and plan for bookkeeping support

Who Will Benefit

  • Solopreneurs
  • Freelancers
  • Coaches and Consultants
  • Online Service Providers
  • Self-employed Professionals
  • Admins/VAs managing finances for clients

Speaker Profile

Stacy Luft is a Fractional CFO and bookkeeper who helps solopreneurs turn financial data into actionable insights. With a hands-on approach, she simplifies bookkeeping, financial planning, budgeting, and cash flow management. Formerly a Financial and Operations Executive, she has strong leadership and analytical skills. Stacy holds degrees in Accounting and an Executive M.B.A. from St. Joseph’s University.

Professional achievements:
  • CEO of Business Balance, a resource for mastering financial management and sustainable business growth
  • Fractional CFO and bookkeeper helping solopreneurs turn financial data into actionable insights
  • Holds an A.A.S. in Accounting from Suffolk County Community College and a B.S. in Accounting and Executive M.B.A. from St. Joseph’s University
  • Hands-on and practical approach with easy-to-understand concepts
Access Recorded Version
One Attendee / Group Attendees

Unlimited Viewing Recorded Version for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)