What you delegate: Payroll processing/management Coding transactions in the books Monthly reconciliations Monthly 3-way IOLTA reconciliation Manage journal entries Monthly review for accuracy Publishing financial statements What you're responsible for: Review coding for accuracy Provide clarity around transactions Storing supporting documentation Reviewing financial statements Communicating effectively Asking questions to understand

What you delegate: Streamline accounting processes KPI development and monitoring Communicating immediate flags Identifying bottlenecks Identifying efficiencies Financial summaries Strategic planning What you're responsible for: Finding a good fit Communicating the vision Providing feedback Taking action (COO/CEO) Communicating effectively Asking questions to understand

What you delegate: Quarterly estimated tax payments Annual tax return filings Annual 1099s Tax strategy What you're responsible for: Finding a good fit Thinking 3-5 years ahead Accepting that taxes aren't bad Storing supporting documentation Communicating effectively Ask questions to understand

What you delegate: Clarify retirement goals and options Creating the strategy Periodic updates and analysis What you're responsible for: Providing relevant updates Bi-annual meetings Understand what to monitor Communicating effectively Ask questions to understand

What you delegate: IOLTA resources Funding options Resources What you're responsible for: Understand your options Ask questions Communicating effectively Ask questions to understand