A Bookkeeping, Accounting & CFO Services Buyer’s Guide

So, you’re ready to explore your bookkeeping and accounting options as a small business. But where should you start? This guide will help you identify key considerations and know which questions to ask in order to identify the financial services and partner that your business needs.



When does your business need bookkeeping, accounting, or CFO work? Does it make sense to outsource or take this on in-house? How do these services work together if you want more than just basic bookkeeping? Do you need additional services like payroll, bill pay, invoicing, expense reporting, and more? This section will help you answer all of these questions.


Once you’ve identified what services you need, you’ll need to figure out the best partner to deliver these services. Key considerations include how they communicate, what kind of software they use or partner with, and which industries they serve. This section will help you narrow down the long list of possible partners to a few that are a great fit.


Last, but certainly not least, you need to be able to trust the person who’s managing your books. Learning more about a partner’s clients, certifications, and security measures can help you feel more confident in your decision to move forward with them. This section will enable you do just that.

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