When you’re juggling everything in your business, it’s hard to know when to let go of the books, and what to hand off first. But not every task has the same risk or impact. Some are better to delegate early, especially if you’re short on time, tired of second-guessing things, or just ready for cleaner books.
Here are the top tasks most business owners should stop doing themselves first:
- Monthly Bank and Credit Card Reconciliations
(This one’s non-negotiable for clean records and catching mistakes.) - Categorizing Transactions
(Quick to delegate, and easy to mess up if you’re unsure.) - Sales Tax Tracking and Filing
(High risk of penalties. Best left to someone who does this often.) - Receipt Organization and Expense Matching
(Time-consuming and usually ignored until tax time.)
Start here. Then, once you’re comfortable, hand off more. Clean books aren’t a luxury, they’re the foundation of smart business decisions.