accounting and CFO services

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GUIDE

A Bookkeeping, Accounting & CFO Services Buyer’s Guide

So, you’re ready to explore some bookkeeping and accounting options for your small business. But where should you start? Here are the most important factors to consider and the key questions you should be asking in order to identify the financial services partner that is going to be the best fit. This guide takes you through:

1

Services

Does your business need just basic bookkeeping or something more advanced like accounting or CFO services? Should you outsource this work or take it on in-house? How should you handle additional needs like payroll, bill pay, invoicing, expense reporting, and more?
2

Systems

When evaluating potential service providers, you'll want to take into account their processes. Key considerations include how they communicate, what kind of software they use or partner with, and which industries they serve.
3

Credibility

When it comes to your finances, you want to work with a team you can trust. Here's how you can learn more about a potential partner’s clients, certifications, and security measures — allowing you to feel more confident in your decision to move forward with them.