List the recurring work—invoice entry, reconciliation, scheduling, document organisation, or customer follow-up—and the systems involved. Ask how the provider receives files, tracks completed tasks, reports errors, and handles urgent requests. Grant only the access needed for the agreed work and agree how it will be removed when the contract ends.
Confirm time zone, working hours, billing method, confidentiality terms, and backup coverage. Browse service providers on KobStore and agree on a written task list and data-access limits before starting.
