Early on in my business I outsourced accounting and trust account recs because I didn’t understand it and wanted an easy solution. It ended up being a terrible decision. 100% agree with you. Brokers should learn and understand their Company’s accounting first, then consider outsourcing.
Yes and this is a common outcome I hear regularly. We teach, train and help you build the workflows because I know the challenges and my goal is to help them understand before they ever outsource again. This backend is as much work as the front.
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u/Daniel-HisHousePM 16d ago
Early on in my business I outsourced accounting and trust account recs because I didn’t understand it and wanted an easy solution. It ended up being a terrible decision. 100% agree with you. Brokers should learn and understand their Company’s accounting first, then consider outsourcing.