Getting started

What a clear accounting scope should tell you

The questions to ask before choosing an accounting package.

CMS photograph

Start with the work

Look for the services, entities and periods included. A package name alone does not explain the work that will be delivered.

Ask about responsibilities

Clarify what you need to provide, how records will be shared, who approves decisions and who files or submits anything on your behalf.

Understand the fee

Check the payment schedule, taxes, exclusions and how changes in volume or scope will be handled. Ask about anything you do not understand before agreeing.

Create a free website with Framer, the website builder loved by startups, designers and agencies.