39 Accounting Tasks you can Outsource in Your Business

Here are 39 tasks that you could easily outsource to immediately add value to your accountancy firm

Outsource to improve efficiency and focus on growth. From bookkeeping and payroll management to tax preparation and financial reporting, OrtusPro offers professional outsourcing solutions to streamline operations and ensure compliance. Save time and reduce costs by delegating your accounting needs to experts. Learn more about how outsourcing can benefit your business.

Compliance & Taxation
  • Bank reconciliations

  • Credit card reconciliations

  • Data entry from receipts/invoices

  • Accounts receivable management

  • Accounts payable management

  • Matching payments to invoices

  • Payroll processing

  • Processing employee expense claims

  • Bookkeeping catch-up or clean-up work

Compliance & Taxation
  • BAS/IAS preparation and lodgement (AU)

  • VAT returns (UK)

  • GST returns

  • Preparation of individual tax returns

  • Preparation of partnership tax returns

  • Preparation of company/corporate tax returns

  • Preparation of trust tax returns

  • Preparing and lodging TFN/ABN applications

  • Preparation of depreciation schedules

  • Capital gains tax calculations

Year-End Accounting
  • Year-end journal adjustments

  • Trial balance review

  • Preparation of workpapers

  • Finalizing financial statements

  • Reconciliation of intercompany accounts

  • Loan account reconciliation

SMSF & Superannuation (AU specific)
  • SMSF bookkeeping

  • Preparation of SMSF financials

  • SMSF tax return preparation

  • SMSF audit support & documentation collation

Business Advisory Support
  • KPI dashboards

  • Budget preparation

  • Cashflow forecasting

  • Benchmarking reports

  • Financial ratio analysis

Administrative & Support Services
  • Document management & indexing

  • Client onboarding documentation

  • CRM data entry & management

  • Drafting engagement letters

  • Email inbox management for accountants