Need to Fire the Person Handling Your Books? Here's How…
Let's face it: the moment you realize you need to 'fire' the person handling your books can send shivers up your spine. But guess what? Outsourcing your books to a CFO isn’t just a savvy business move; it’s a chance to let everyone play to their strengths. You’re not ruthlessly cutting someone off - you’re allowing them to thrive in what they do best.
Spouses in the Books: Time for a Loving Transition
Many business owners start with their spouses juggling the books. It’s a tale as old as entrepreneurship itself. Your spouse steps in out of love and support. But let’s be honest, was it ever really their dream job?
Fast forward fifteen years and millions in revenue later, it's time for a change. They've been the financial backbone of your growing business, but now, it's time for them to put down the calculator and pick up a glass of champagne. Let your spouse enjoy the fruits of their labor. A spa day? Absolutely. A relaxing vacation? Even better. You’re not ‘firing’ them; you’re giving them the break they deserve.
Office Managers and the Bookkeeping Burden
Often, it's not just spouses who get roped into bookkeeping. Many office managers find themselves knee-deep in numbers, which can be overwhelming, especially when their actual job is to manage the office efficiently. They started the job with passion, but now they're bogged down with financial duties that were never part of the deal.
It’s time to let them get back to what they love - making sure the office runs like a well-oiled machine. Show them your appreciation with a nice lunch. Let them know that their talents are needed elsewhere - and that you’ve got a professional handling the books.
The Art of Releasing, Not Firing
When it's time to make this transition, remember that you're not firing someone - you're releasing them to focus on their gifts. It's a positive change, a step towards efficiency and growth, both for your business and for the individuals involved.
Here’s a simple script to guide you through this delicate conversation:
"Hey [Name], I want to chat about something important. Over the years, you've been incredible at handling our books, and I can't thank you enough for that. But as our business grows, I feel it's time we bring in a specialized CFO to handle our finances. This will allow you to focus more on [their actual job or interests]. I really appreciate all you've done, and I'm excited to see you thrive in what you truly love doing."
Ready for the Next Step?
If you’re poised to take your business to the next level and want to bring on a CFO, it's time we talk. I specialize in helping businesses and practices transition smoothly from in-house bookkeeping to professional financial oversight. With me as your CFO, your finances will be in expert hands, and your employees will be free to excel in what they do best.
Remember, transitioning bookkeeping responsibilities is a strategic decision that benefits everyone involved. Reach out and let's make this transition as seamless and positive as possible for your business.