Accavallo & Company, LLC

7 Tips for Overwhelmed Business Owners: Why Hiring a Bookkeeper is Essential for Business Organization

Running a business is no small feat, and one of the major challenges many business owners face is managing the overwhelming amount of paperwork, software, and apps that come with the territory. As your business grows, so does the volume of financial transactions and administrative tasks. If you find yourself drowning in paperwork and struggling to keep your business organized, it might be time to consider hiring a professional bookkeeper. Here are seven tips to help you understand when and why you should seek the assistance of a bookkeeping expert.

  1. When You’re Trying to Do Everything and Nothing Is Getting Done

If you find that you’re constantly juggling tasks and unable to devote sufficient time to organize your finances effectively, it’s a clear indication that you need to delegate the bookkeeping responsibilities to a professional.

When you’re struggling with paperwork challenges, you may find that your records are being kept on spreadsheets, inventory programs, point-of-sale software, and other accounting platforms; but you have not tied anything together to develop a complete accounting system with up-to-date reports. This can get overwhelming; not to mention the myriad of applications that promise to provide some type of organization for your business finances but have you scrambling to remember if your vendor is on autopay, bank ach, paper check or Venmo.

The same principle applies to your invoicing; if you are preparing invoices from a multitude of applications, you may wonder if you are missing revenue, or collection of revenue. An experienced bookkeeper will be able to help you streamline your invoicing and bill-pay processes, while understanding how many and which applications you need to meet your goals.

  1. When There’s Too Much Work for You, But Not Enough for a Full-Time Bookkeeper

This dilemma is a common challenge for small and medium-sized business owners. There’s a substantial workload associated with bookkeeping, but it may not warrant hiring a full-time bookkeeper. Opting for a full-time employee might not only be financially burdensome but also unnecessary for the work involved. In such scenarios, considering the services of a part-time or outsourced bookkeeper can be a practical solution, providing the right level of support without overwhelming your budget.

  1. Keeping Financial Data Private

Maintaining the confidentiality and security of your company’s financial data is non-negotiable. Delegating bookkeeping tasks to individuals without proper training or expertise in finance, such as your sales manager or marketing personnel, could expose your financial privacy to risks. A professional bookkeeper understands the significance of confidentiality and is equipped to handle sensitive financial information securely and ethically.

  1. Ensuring Accuracy and Compliance

Bookkeeping involves intricate financial processes and adherence to various tax laws and regulations. A simple error in financial record-keeping can have significant consequences, including penalties and legal repercussions. By hiring a bookkeeper, you ensure that your financial records are accurate, up-to-date, and compliant with all necessary regulations, providing you with peace of mind and enabling you to focus on growing your business.

  1. Gaining Valuable Financial Insights

A proficient bookkeeper can provide valuable insights into your business’s financial health. By analyzing your financial data, identifying trends, and offering recommendations for improving your business’s financial performance, a bookkeeper becomes a crucial asset. Armed with a clear understanding of your financial position, you can make informed decisions that drive growth and enhance profitability.

  1. Optimizing Efficiency and Productivity: The Role of a Bookkeeping Expert

Outsourcing your bookkeeping tasks to a skilled professional can significantly enhance the efficiency of your business operations. The meticulous handling of tedious and time-consuming paperwork by a bookkeeper allows you to redirect your focus towards core business activities. This newfound focus can be channeled into strategic planning, engaging with customers, and other critical facets of running and expanding your business.

  1. Adapting to Growth and Expansion: The Scalability Factor

As your business grows, so does the complexity of your financial transactions and reporting requirements. A professional bookkeeper possesses the ability to adapt to your evolving needs, ensuring that your financial systems and processes scale effectively with your business. This scalability is vital for accommodating growth while maintaining the integrity and accuracy of your financial records.


Managing your business involves numerous responsibilities, and bookkeeping is a fundamental aspect that should never be overlooked. If you find yourself drowning in paperwork, struggling with software and applications related to your business finances, or simply in need of efficient organization, hiring a professional bookkeeper is a prudent decision. They can bring organization, efficiency, accuracy, and expertise to your financial management, enabling you to focus on your core strengths: growing and developing your business.

Don’t hesitate to seek the assistance of a bookkeeping expert; it could very well be the key to unlocking your business’s full potential, providing a strong foundation for sustainable growth and success of your business.

Our expert bookkeepers are here to help organize your business finances and provide that relief you may need to focus on growing your business. Please contact us at @[email protected] or (203) 925-9600



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Sherri Fisher is a Tax Manager at Accavallo & Company, LLC.  Sherri has longstanding expertise in Trust and Estate Taxation, Eldercare, and Estate planning. Sherri appreciates the relationships she has built with estate planning attorneys and advisors, to provide a team approach to assisting her clients. Sherri also has seasoned experience in business and individual taxation and is partial to assisting start-ups in developing overall accounting and operating plans.

Prior to joining Accavallo & Company, LLC, Sherri was a manager in a large firm, servicing high net worth trust clients, business, and personal clients. She was also a Partner in a large bookkeeping firm, which specialized in cloud accounting systems for regional and national companies. Sherri led a team in assisting clients to organize their accounting systems.  She is a graduate of Florida Atlantic University with a B.S. degree in Accounting.    

Sherri’s experience includes working with companies and organizations in a variety of industries including:

  • Investment Trusts

  • DAPT and Family Investment Partnerships

  • Estate and Probate Administration

  • E-Commerce

  • Manufacturing

  • Construction

  • Real Estate Investment

  • Marketing and Service-based industries

In addition to her professional accomplishments, Sherri is an Intuit Advanced Pro Advisor, Intuit Future Firm Advisory Board member, member of the Valley WIN Network, and proudly served as past Connecticut Public School liaison for the Yale Tommy Fund for Childhood Cancer. Sherri enjoys time with her family, Cleveland sports, thrifting and gardening.