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 quarterly meetings to discuss this information and any changes.

Make sure that the owner is listed as the admin and has admin rights to everything, this will help when creating a transition plan or making changes in the future.

𝐀𝐧𝐨𝐭𝐡𝐞𝐫 𝐜𝐨𝐬𝐭 𝐞𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧 𝐢𝐬 𝐩𝐚𝐫𝐭𝐧𝐞𝐫𝐢𝐧𝐠 𝐰𝐢𝐭𝐡 𝐚𝐧 𝐨𝐮𝐭𝐬𝐨𝐮𝐫𝐜𝐞𝐝 𝐇𝐑 𝐜𝐨𝐦𝐩𝐚𝐧𝐲 𝐭𝐡𝐚𝐭 𝐨𝐟𝐟𝐞𝐫𝐬 𝐚 𝐥𝐚 𝐜𝐚𝐫𝐭𝐞 𝐨𝐩𝐭𝐢𝐨𝐧𝐬 𝐟𝐨𝐫 𝐞𝐦𝐩𝐥𝐨𝐲𝐞𝐞 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭.