Outsourcing Assistant guide
Build a finance document index with a Philippines-based assistant
A topic-specific guide for a small business gathering receipts and statements for authorized review, focused on making source documents findable without turning indexing into accounting judgment.
Index, do not judge
A finance document index makes receipts and statements findable by source, date, period, type, and filename. It does not decide how an uncertain transaction should be categorized.
Match every row to a file
The assistant should open the original, capture its identifying fields, and flag duplicates or missing periods. A row without a source link is not complete.
Protect approval boundaries
Payment approval, tax advice, account changes, and accounting judgment remain with authorized staff. Route ambiguous documents with the evidence already gathered.
Make close review easier
Use a stable naming convention and record corrections rather than overwriting them. The owner can then inspect gaps without reconstructing the assistant’s work.
Keep planning
Questions people ask
Reference notes
These links are a starting point for general context. They are not custom legal, tax, hiring, or cybersecurity advice.
- U.S. Bureau of Labor Statistics: Baseline context for administrative support work and task categories.
- NIST Cybersecurity Framework: Useful source for simple access, identity, and review controls.
- SBA hiring guidance: General small-business hiring and management context.