Bookkeeping starts with financial records
Transaction categorization, reconciliations, receipt organization, and routine financial reports help maintain the business’s books. The person handling those tasks needs accurate source information and agreed categories.
Administrative support connects the moving parts
Job photos, customer forms, portal submissions, email follow-ups, and calendars often sit outside bookkeeping. The work matters because those records may be needed before a bill can be prepared or submitted.
One business may need both
A bookkeeper can be waiting for documents that are still with a crew member. An office administrator can help collect those records and flag missing information. Define who prepares, reviews, approves, and submits each item so tasks are not duplicated.
Write down the handoff
Choose an owner for each recurring task and a clear route for exceptions. Agree on access, working hours, approval limits, and reporting. Tax, legal, and specialist questions should go to the appropriate adviser.
Start with what is on your plate.
Choose the tasks you want to hand over and prepare a clear brief for your consultation.