Sign up to receive accounting tips, videos, news and webinar info before anyone else
Mailing Address
21750 Hardy Oak Blvd
Ste 104 PMB 63328
San Antonio, TX 78258-4946
(760) 697-1033
Running a business is never just about selling a product or building a brand. It’s about decisions—thousands of them. Every day. Some are small. Others feel massive. And buried somewhere in that daily avalanche of choices is your financial future, quietly waiting for your attention. While most business owners eventually bring in some support for their accounting department, that’s just the tip of the iceberg. You could be handing off a lot more—and, in many cases, should be.
Outsourcing doesn’t mean giving up control. It means getting expert help, freeing up your time, and letting the right people focus on the right things. So, if you’re already leaning on a bookkeeper or an internal finance team, good, but don’t stop there. Here’s what else you should seriously consider outsourcing to stay sane and build something that lasts.
Payroll Isn’t Just Math—It’s a Full-Time Job Disguised as a Spreadsheet
People think payroll is just cutting checks. That’s like saying parenting is just about bedtime. There’s tax withholding, benefits deductions, time-off tracking, bonuses, reimbursements, and compliance laws that change without warning—and then the year-end reporting fun begins. If any of that sounds stressful, it’s because it is.
What often starts as a DIY process for small teams quickly becomes a nightmare as the headcount grows. You miss a deadline or forget to file one obscure form, and suddenly, you’re neck-deep in penalties or awkward conversations. When you outsource payroll, you’re not just buying software but peace of mind. You’re buying back your evenings and weekends. And you’re keeping your people happy because no one wants to chase down a missing paycheck.
Financial Forecasting: Stop Guessing and Start Planning
A business without a clear financial plan is like a road trip without a map. Sure, you might get somewhere, eventually—but how much gas, time, or money will you waste along the way?
Financial forecasting isn’t about being psychic. It’s about using real numbers to look ahead. Growth targets. Burn rate. Cash flow. Seasonal swings. Investment opportunities. The kind of stuff that lets you make decisions based on data, not gut feelings. But it takes time, tools, and a specific type of brain. And let’s be real—not every entrepreneur wants to spend Sunday night buried in spreadsheets trying to figure out if they can afford to hire another manager next quarter.
Even if you’re proud of how you’ve handled money so far, outsourcing forecasting to a pro—someone who knows your industry and actually enjoys building financial models—can give you new clarity. That’s not a sign of weakness. That’s a move for long-term strength. And it doesn’t make your internal team any less valuable. Many experts agree that in-house accounting is always better when paired with strong external insights.
Tax Strategy Isn’t the Same as Tax Preparation—And It’s Not Just for April
You might already work with a CPA for tax season. But tax strategy is something entirely different. It’s not about what you owe. It’s about what you could have saved if you’d made different decisions throughout the year.
Outsourced tax strategists don’t just plug in your numbers—they look at your business holistically. They study how you’re structured, how you pay yourself, how your assets are protected (or not), and where the red flags might be hiding. They might recommend shifting how you compensate your team, changing how you handle equipment write-offs, or finding ways to legally reduce your tax burden before you even file.
These aren’t decisions you want to make last minute. They’re the kind of things that could save you tens of thousands over time if you catch them early. And unless you’re already a tax expert, the most brilliant move is to bring in someone who lives and breathes this stuff year-round.
Procurement Can Drain Your Margins Without You Even Noticing
If your business involves sourcing supplies, materials, packaging, or anything you don’t make yourself, then you already know how frustrating procurement can be. It’s not just picking the lowest price—negotiating contracts, checking delivery times, watching for quality slippage, and constantly comparing vendors who all swear they’re giving you their best rate.
But here’s the thing: vendors know when dealing with someone stretched thin or inexperienced. You might think you’re getting a good deal, but you could leave five- or six-figure savings on the table yearly.
Outsourcing procurement to specialists—people who know how to negotiate, have access to broader supplier networks, and know what a fair deal looks like—can seriously protect your bottom line. It also reduces your risk. A single lousy supplier decision can derail an entire quarter. Why gamble on it?
Why High-Net-Worth Entrepreneurs Should Never DIY Their Financial Future
When your business becomes successful enough that you’re not just managing cash flow but building serious personal wealth, it’s time to think beyond the business bank account. You need a strategy. You need someone who sees the big picture. That’s where wealth management comes in—not just for Wall Street types.
Whether you’re retiring in San Diego, Miami, or anywhere in between, your financial world becomes much more complicated as your assets grow. There’s succession planning, private investments, tax optimization, charitable giving strategies, trusts, and legacy building. These aren’t things you want to handle on the fly—or worse, leave entirely in the hands of someone who only knows the business side of your finances.
A dedicated advisor focused on your personal goals, your family’s future, and your whole financial landscape can help you make better moves now, not just react later. They’ll coordinate with your business team but stay focused on you—as a person, not just a CEO. Outsourcing this kind of help isn’t about losing control. It’s about gaining clarity and protecting what you’ve worked hard to build.
Closing Thoughts
Every entrepreneur hits that moment when they realize they can’t do it all and shouldn’t have to. Letting go of certain financial functions might initially feel strange, especially if you’ve built your business with your own two hands. But bringing in outside support isn’t just about lightening your load. It’s about building smarter, growing stronger, and protecting the future starting to take shape right before you.
You already trust someone with your accounting. Maybe it’s time to trust a few more pros with the rest.
Read More >>>
Janine Smith is a Consulting CFO with TGG. She has a wealth of experience in accounting process development and management, supervising both TGG staff and client’s internal staff (banking, AR, AP, inventory management, payroll), and working with many different types of accounting software. She has worked with clients to develop KPIs that fit their current needs and coached them to support the goals of the business. One of her favorite tasks is budget development and using that as a tool to help organizations meet their goals.
