Free Resource Kit · PDF
The 60-Task Offshore Handoff List
Every task worth delegating, tiered by how ready it is to hand off, across bookkeeping, AP, AR, payroll, tax prep, close, and reporting, plus the sequence for what to delegate first.
60
Tasks Tiered
3
Delegation Tiers
7
Task Categories
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- 60 tasks across 7 categories, each tiered by delegation readiness
- A 3-tier system, hand off now, with guardrails, or with heavy review
- An explicit list of what should never leave the firm
- A sequencing guide tied to the onboarding kit's 30-day plan
- A fillable tracker template with owner and status columns
- A quarterly tier-review template to reassess as trust builds
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What's Inside
Your firm's fastest path to
confident delegation
The Three-Tier System
Every task tagged by how much review it needs, from light spot-checks to ongoing senior review.
What Never Leaves the Firm
The explicit boundary of sign-off, client advice, and regulatory representation that stays with licensed staff.
The Sequencing Guide
A phased rollout tied to a new hire's first 90 days, so you never stack two new variables in the same week.