𝐘𝐨𝐮'𝐯𝐞 𝐟𝐢𝐫𝐞𝐝 𝐲𝐨𝐮𝐫 𝐛𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐞𝐫, 𝐧𝐨𝐰 𝐰𝐡𝐚𝐭?
Firing an employee, including an office administrator or bookkeeper, is a delicate and legally sensitive process. It's important for a company owner to handle this situation with professionalism, empathy, and adherence to relevant laws and regulations. 𝐄𝐯𝐞𝐧 𝐢𝐟 𝐲𝐨𝐮'𝐫𝐞 𝐚 𝐬𝐦𝐚𝐥𝐥 𝐜𝐨𝐦𝐩𝐚𝐧𝐲, 𝐮𝐬𝐢𝐧𝐠 𝐀𝐈 𝐜𝐚𝐧 𝐚𝐬𝐬𝐢𝐬𝐭 𝐲𝐨𝐮 𝐰𝐢𝐭𝐡 𝐜𝐫𝐞𝐚𝐭𝐢𝐧𝐠 𝐚𝐧 𝐞𝐦𝐩𝐥𝐨𝐲𝐞𝐞 𝐭𝐞𝐫𝐦𝐢𝐧𝐚𝐭𝐢𝐨𝐧 𝐜𝐡𝐞𝐜𝐤𝐥𝐢𝐬𝐭. From an outsourced accounting consultant, the areas of importance to me are: 1. Remove physical access - Badges / Keys 2. Remove Digital Access - Email / Network / Cloud / CRM / QuickBooks / Shared Drives 3. Third Party Accounts - Banks / Credit Cards / Payment Processor / Vendor Portals / Payroll 4. Client Database - Prevent Confidentiality Breaches 5. Vendor Notification - Inform vendors of the change Often times business owners don't even know what the bookkeeper has access to and what the credentials are; It is important to have quarte